Creative Financial Designs’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 | $1.42M | Sell |
4,896
-32
| -0.6% | -$9.28K | 0.1% | 173 |
|
|
2025
Q1 | $1.21M | Sell |
4,928
-26
| -0.5% | -$6.38K | 0.1% | 171 |
|
|
2024
Q4 | $1.19M | Sell |
4,954
-274
| -5% | -$65.7K | 0.1% | 178 |
|
|
2024
Q3 | $1.1M | Buy |
5,228
+2
| +0% | +$422 | 0.09% | 182 |
|
|
2024
Q2 | $1.06M | Buy |
5,226
+578
| +12% | +$117K | 0.09% | 173 |
|
|
2024
Q1 | $931K | Sell |
4,648
-1,700
| -27% | -$341K | 0.09% | 173 |
|
|
2023
Q4 | $1.08M | Sell |
6,348
-238
| -4% | -$40.5K | 0.11% | 158 |
|
|
2023
Q3 | $955K | Buy |
6,586
+307
| +5% | +$44.5K | 0.11% | 156 |
|
|
2023
Q2 | $913K | Sell |
6,279
-390
| -6% | -$56.7K | 0.11% | 162 |
|
|
2023
Q1 | $869K | Sell |
6,669
-1,318
| -17% | -$172K | 0.11% | 154 |
|
|
2022
Q4 | $1.07M | Buy |
7,987
+25
| +0.3% | +$3.35K | 0.16% | 122 |
|
|
2022
Q3 | $832K | Buy |
7,962
+2,098
| +36% | +$219K | 0.14% | 138 |
|
|
2022
Q2 | $660K | Buy |
5,864
+493
| +9% | +$55.5K | 0.11% | 157 |
|
|
2022
Q1 | $732K | Sell |
5,371
-5,894
| -52% | -$803K | 0.11% | 152 |
|
|
2021
Q4 | $1.78M | Buy |
11,265
+1,225
| +12% | +$194K | 0.27% | 84 |
|
|
2021
Q3 | $1.64M | Buy |
10,040
+577
| +6% | +$94.4K | 0.27% | 81 |
|
|
2021
Q2 | $1.47M | Buy |
9,463
+3,113
| +49% | +$484K | 0.26% | 80 |
|
|
2021
Q1 | $967K | Buy |
6,350
+1,085
| +21% | +$165K | 0.19% | 99 |
|
|
2020
Q4 | $669K | Buy |
5,265
+324
| +7% | +$41.2K | 0.14% | 125 |
|
|
2020
Q3 | $476K | Buy |
4,941
+1,906
| +63% | +$184K | 0.12% | 145 |
|
|
2020
Q2 | $286K | Buy |
3,035
+1,839
| +154% | +$173K | 0.09% | 170 |
|
|
2020
Q1 | $108K | Buy |
1,196
+39
| +3% | +$3.52K | 0.06% | 166 |
|
|
2019
Q4 | $163K | Sell |
1,157
-269
| -19% | -$37.9K | 0.07% | 166 |
|
|
2019
Q3 | $161K | Buy |
1,426
+441
| +45% | +$49.8K | 0.09% | 154 |
|
|
2019
Q2 | $111K | Buy |
985
+84
| +9% | +$9.47K | 0.06% | 166 |
|
|
2019
Q1 | $91K | Buy |
901
+801
| +801% | +$80.9K | 0.05% | 175 |
|
|
2018
Q4 | $10K | Sell |
100
-108
| -52% | -$10.8K | 0.01% | 362 |
|
|
2018
Q3 | $23K | Sell |
208
-693
| -77% | -$76.6K | 0.01% | 314 |
|
|
2018
Q2 | $94K | Sell |
901
-248
| -22% | -$25.9K | 0.06% | 185 |
|
|
2018
Q1 | $126K | Sell |
1,149
-95
| -8% | -$10.4K | 0.08% | 148 |
|
|
2017
Q4 | $133K | Sell |
1,244
-1,766
| -59% | -$189K | 0.09% | 148 |
|
|
2017
Q3 | $288K | Sell |
3,010
-301
| -9% | -$28.8K | 0.17% | 109 |
|
|
2017
Q2 | $303K | Sell |
3,311
-991
| -23% | -$90.7K | 0.19% | 105 |
|
|
2017
Q1 | $378K | Buy |
4,302
+88
| +2% | +$7.73K | 0.27% | 98 |
|
|
2016
Q4 | $364K | Buy |
+4,214
| New | +$364K | 0.3% | 78 |
|