Clear Creek Financial Management’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 | $4.55M | Buy |
15,691
+300
| +2% | +$87K | 0.43% | 48 |
|
|
2025
Q1 | $3.78M | Buy |
15,391
+2,292
| +17% | +$562K | 0.39% | 53 |
|
|
2024
Q4 | $3.14M | Sell |
13,099
-1,598
| -11% | -$383K | 0.34% | 65 |
|
|
2024
Q3 | $3.1M | Sell |
14,697
-3,216
| -18% | -$678K | 0.35% | 57 |
|
|
2024
Q2 | $3.62M | Sell |
17,913
-2,187
| -11% | -$442K | 0.44% | 47 |
|
|
2024
Q1 | $4.03M | Sell |
20,100
-3,042
| -13% | -$609K | 0.52% | 38 |
|
|
2023
Q4 | $3.94M | Buy |
23,142
+270
| +1% | +$45.9K | 0.63% | 28 |
|
|
2023
Q3 | $3.32M | Buy |
22,872
+552
| +2% | +$80.1K | 0.58% | 34 |
|
|
2023
Q2 | $3.25M | Buy |
22,320
+18
| +0.1% | +$2.62K | 0.56% | 36 |
|
|
2023
Q1 | $2.91M | Buy |
22,302
+1
| +0% | +$130 | 0.55% | 42 |
|
|
2022
Q4 | $2.99M | Buy |
22,301
+1,209
| +6% | +$162K | 0.66% | 37 |
|
|
2022
Q3 | $2.2M | Sell |
21,092
-5,646
| -21% | -$590K | 0.49% | 45 |
|
|
2022
Q2 | $3.01M | Buy |
26,738
+872
| +3% | +$98.2K | 0.63% | 38 |
|
|
2022
Q1 | $3.53M | Buy |
25,866
+5,766
| +29% | +$786K | 0.55% | 46 |
|
|
2021
Q4 | $3.18M | Sell |
20,100
-467
| -2% | -$74K | 0.48% | 49 |
|
|
2021
Q3 | $3.37M | Buy |
20,567
+972
| +5% | +$159K | 0.54% | 51 |
|
|
2021
Q2 | $3.05M | Buy |
19,595
+17,659
| +912% | +$2.75M | 0.47% | 64 |
|
|
2021
Q1 | $297K | Sell |
1,936
-22,310
| -92% | -$3.42M | 0.6% | 36 |
|
|
2020
Q4 | $3.08M | Buy |
+24,246
| New | +$3.08M | 0.59% | 45 |
|
|
2020
Q3 | – | Sell |
-22,225
| Closed | -$2.09M | – | 173 |
|
|
2020
Q2 | $2.09M | Buy |
22,225
+13,162
| +145% | +$1.24M | 0.54% | 37 |
|
|
2020
Q1 | $830K | Buy |
9,063
+6,302
| +228% | +$577K | 0.32% | 50 |
|
|
2019
Q4 | $381K | Buy |
2,761
+99
| +4% | +$13.7K | 0.15% | 80 |
|
|
2019
Q3 | $343K | Sell |
2,662
-5,353
| -67% | -$690K | 0.17% | 76 |
|
|
2019
Q2 | $896K | Buy |
+8,015
| New | +$896K | 0.38% | 42 |
|