CCIA
Cherry Creek Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
2,052
+64
| +3% | +$18.6K | 0.28% | 58 |
|
|
2025
Q1 | $488K | Buy |
1,988
+10
| +0.5% | +$2.45K | 0.25% | 61 |
|
|
2024
Q4 | $474K | Buy |
1,978
+10
| +0.5% | +$2.4K | 0.23% | 60 |
|
|
2024
Q3 | $415K | Buy |
1,968
+10
| +0.5% | +$2.11K | 0.21% | 65 |
|
|
2024
Q2 | $396K | Buy |
1,958
+153
| +8% | +$30.9K | 0.21% | 73 |
|
|
2024
Q1 | $362K | Buy |
1,805
+11
| +0.6% | +$2.2K | 0.2% | 73 |
|
|
2023
Q4 | $305K | Buy |
1,794
+13
| +0.7% | +$2.21K | 0.19% | 72 |
|
|
2023
Q3 | $258K | Sell |
1,781
-265
| -13% | -$38.4K | 0.18% | 70 |
|
|
2023
Q2 | $298K | Sell |
2,046
-403
| -16% | -$58.6K | 0.2% | 69 |
|
|
2023
Q1 | $319K | Sell |
2,449
-262
| -10% | -$34.1K | 0.23% | 64 |
|
|
2022
Q4 | $363K | Sell |
2,711
-4,285
| -61% | -$575K | 0.28% | 60 |
|
|
2022
Q3 | $731K | Sell |
6,996
-30
| -0.4% | -$3.14K | 0.61% | 38 |
|
|
2022
Q2 | $791K | Buy |
7,026
+1,321
| +23% | +$149K | 0.64% | 40 |
|
|
2022
Q1 | $778K | Sell |
5,705
-1,048
| -16% | -$143K | 0.51% | 43 |
|
|
2021
Q4 | $1.07M | Buy |
6,753
+56
| +0.8% | +$8.87K | 0.66% | 41 |
|
|
2021
Q3 | $1.1M | Buy |
6,697
+3,925
| +142% | +$642K | 0.73% | 39 |
|
|
2021
Q2 | $431K | Buy |
+2,772
| New | +$431K | 0.28% | 67 |
|