Creative Planning’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 | $396M | Buy |
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|
2025
Q1 | $327M | Buy |
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|
2024
Q4 | $283M | Buy |
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|
2024
Q3 | $240M | Buy |
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|
2024
Q2 | $223M | Buy |
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|
2024
Q1 | $214M | Buy |
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|
2023
Q4 | $175M | Sell |
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|
2023
Q3 | $166M | Buy |
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|
2023
Q2 | $146M | Buy |
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|
2023
Q1 | $125M | Sell |
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|
2022
Q4 | $131M | Buy |
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|
2022
Q3 | $91.5M | Sell |
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|
2022
Q2 | $107M | Buy |
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|
2022
Q1 | $102M | Buy |
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|
2021
Q4 | $91.3M | Buy |
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|
2021
Q3 | $94.2M | Sell |
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|
2021
Q2 | $91M | Sell |
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|
2021
Q1 | $92.1M | Buy |
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|
2020
Q4 | $75.5M | Buy |
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|
2020
Q3 | $55M | Buy |
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|
2020
Q2 | $51.9M | Buy |
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|
2020
Q1 | $47.3M | Sell |
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|
2019
Q4 | $74.8M | Sell |
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|
2019
Q3 | $64.1M | Sell |
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|
2019
Q2 | $62M | Buy |
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|
2019
Q1 | $51.8M | Buy |
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|
2018
Q4 | $49.2M | Buy |
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|
2018
Q3 | $54.9M | Sell |
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|
2018
Q2 | $50.9M | Buy |
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|
2018
Q1 | $49.7M | Buy |
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|
2017
Q4 | $46M | Buy |
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|
2017
Q3 | $40M | Buy |
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|
2017
Q2 | $37.1M | Buy |
|
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|
2017
Q1 | $33.5M | Sell |
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|
2016
Q4 | $33.3M | Buy |
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|
2016
Q3 | $24.9M | Buy |
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|
2016
Q2 | $22.6M | Buy |
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|
2016
Q1 | $20.3M | Sell |
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|
2015
Q4 | $22.7M | Buy |
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|
2015
Q3 | $18.3M | Buy |
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|
2015
Q2 | $18.7M | Buy |
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|
2015
Q1 | $14.6M | Sell |
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|
2014
Q4 | $15.8M | Buy |
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|
2014
Q3 | $13.3M | Buy |
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|
2014
Q2 | $10.3M | Buy |
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|
2014
Q1 | $9.24M | Buy |
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|
2013
Q4 | $8.65M | Buy |
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|
2013
Q3 | $7.22M | Buy |
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|
2013
Q2 | $6.7M | Buy |
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