Acorn Creek Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Buy |
3,262
+42
| +1% | +$12.2K | 0.39% | 22 |
|
|
2025
Q1 | $790K | Sell |
3,220
-58
| -2% | -$14.2K | 0.39% | 23 |
|
|
2024
Q4 | $786K | Sell |
3,278
-9
| -0.3% | -$2.16K | 0.4% | 27 |
|
|
2024
Q3 | $693K | Buy |
3,287
+37
| +1% | +$7.8K | 0.37% | 27 |
|
|
2024
Q2 | $657K | Buy |
3,250
+92
| +3% | +$18.6K | 0.39% | 29 |
|
|
2024
Q1 | $632K | Sell |
3,158
-19
| -0.6% | -$3.81K | 0.4% | 29 |
|
|
2023
Q4 | $540K | Buy |
+3,177
| New | +$540K | 0.24% | 35 |
|