Creative Capital Management Investments’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 | $177K | Buy |
609
+11
| +2% | +$3.19K | 0.06% | 57 |
|
|
2025
Q1 | $147K | Hold |
598
| – | – | 0.06% | 64 |
|
|
2024
Q4 | $143K | Buy |
598
+411
| +220% | +$98.5K | 0.06% | 62 |
|
|
2024
Q3 | $39.4K | Hold |
187
| – | – | 0.02% | 107 |
|
|
2024
Q2 | $37.8K | Sell |
187
-80
| -30% | -$16.2K | 0.02% | 98 |
|
|
2024
Q1 | $53.5K | Hold |
267
| – | – | 0.03% | 81 |
|
|
2023
Q4 | $45.4K | Hold |
267
| – | – | 0.03% | 88 |
|
|
2023
Q3 | $38.7K | Hold |
267
| – | – | 0.03% | 96 |
|
|
2023
Q2 | $38.8K | Sell |
267
-761
| -74% | -$111K | 0.03% | 94 |
|
|
2023
Q1 | $134K | Buy |
1,028
+806
| +363% | +$105K | 0.1% | 60 |
|
|
2022
Q4 | $30K | Buy |
+222
| New | +$30K | 0.03% | 92 |
|