Cherry Creek Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
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|
2025
Q1 | $488K | Buy |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $415K | Buy |
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|
2024
Q2 | $396K | Buy |
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|
2024
Q1 | $362K | Buy |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $319K | Sell |
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|
2022
Q4 | $363K | Sell |
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|
2022
Q3 | $731K | Sell |
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|
2022
Q2 | $791K | Buy |
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|
2022
Q1 | $778K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $431K | Buy |
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