Creative Planning’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396M | Buy |
1,364,887
+29,844
| +2% | +$8.65M | 0.34% | 42 |
|
|
2025
Q1 | $327M | Buy |
1,335,043
+155,083
| +13% | +$38M | 0.31% | 43 |
|
|
2024
Q4 | $283M | Buy |
1,179,960
+40,845
| +4% | +$9.79M | 0.28% | 48 |
|
|
2024
Q3 | $240M | Buy |
1,139,115
+34,746
| +3% | +$7.33M | 0.24% | 50 |
|
|
2024
Q2 | $223M | Buy |
1,104,369
+36,954
| +3% | +$7.47M | 0.24% | 50 |
|
|
2024
Q1 | $214M | Buy |
1,067,415
+38,805
| +4% | +$7.77M | 0.24% | 53 |
|
|
2023
Q4 | $175M | Sell |
1,028,610
-119,086
| -10% | -$20.3M | 0.32% | 52 |
|
|
2023
Q3 | $166M | Buy |
1,147,696
+142,916
| +14% | +$20.7M | 0.22% | 56 |
|
|
2023
Q2 | $146M | Buy |
1,004,780
+43,068
| +4% | +$6.26M | 0.19% | 62 |
|
|
2023
Q1 | $125M | Sell |
961,712
-15,513
| -2% | -$2.02M | 0.18% | 64 |
|
|
2022
Q4 | $131M | Buy |
977,225
+101,746
| +12% | +$13.6M | 0.2% | 61 |
|
|
2022
Q3 | $91.5M | Sell |
875,479
-76,633
| -8% | -$8.01M | 0.16% | 63 |
|
|
2022
Q2 | $107M | Buy |
952,112
+207,141
| +28% | +$23.3M | 0.18% | 61 |
|
|
2022
Q1 | $102M | Buy |
744,971
+168,682
| +29% | +$23M | 0.16% | 62 |
|
|
2021
Q4 | $91.3M | Buy |
576,289
+533
| +0.1% | +$84.4K | 0.15% | 64 |
|
|
2021
Q3 | $94.2M | Sell |
575,756
-9,291
| -2% | -$1.52M | 0.17% | 60 |
|
|
2021
Q2 | $91M | Sell |
585,047
-20,174
| -3% | -$3.14M | 0.16% | 62 |
|
|
2021
Q1 | $92.1M | Buy |
605,221
+11,019
| +2% | +$1.68M | 0.19% | 60 |
|
|
2020
Q4 | $75.5M | Buy |
594,202
+22,564
| +4% | +$2.87M | 0.17% | 60 |
|
|
2020
Q3 | $55M | Buy |
571,638
+20,297
| +4% | +$1.95M | 0.14% | 66 |
|
|
2020
Q2 | $51.9M | Buy |
551,341
+26,037
| +5% | +$2.45M | 0.15% | 64 |
|
|
2020
Q1 | $47.3M | Sell |
525,304
-11,529
| -2% | -$1.04M | 0.17% | 57 |
|
|
2019
Q4 | $74.8M | Sell |
536,833
-7,621
| -1% | -$1.06M | 0.22% | 42 |
|
|
2019
Q3 | $64.1M | Sell |
544,454
-10,210
| -2% | -$1.2M | 0.21% | 48 |
|
|
2019
Q2 | $62M | Buy |
554,664
+43,209
| +8% | +$4.83M | 0.21% | 47 |
|
|
2019
Q1 | $51.8M | Buy |
511,455
+7,006
| +1% | +$709K | 0.19% | 52 |
|
|
2018
Q4 | $49.2M | Buy |
504,449
+17,584
| +4% | +$1.72M | 0.2% | 48 |
|
|
2018
Q3 | $54.9M | Sell |
486,865
-1,609
| -0.3% | -$182K | 0.2% | 48 |
|
|
2018
Q2 | $50.9M | Buy |
488,474
+36,874
| +8% | +$3.84M | 0.2% | 51 |
|
|
2018
Q1 | $49.7M | Buy |
451,600
+21,007
| +5% | +$2.31M | 0.2% | 49 |
|
|
2017
Q4 | $46M | Buy |
430,593
+11,652
| +3% | +$1.25M | 0.2% | 49 |
|
|
2017
Q3 | $40M | Buy |
418,941
+12,680
| +3% | +$1.21M | 0.19% | 54 |
|
|
2017
Q2 | $37.1M | Buy |
406,261
+24,739
| +6% | +$2.26M | 0.19% | 55 |
|
|
2017
Q1 | $33.5M | Sell |
381,522
-4,804
| -1% | -$422K | 0.18% | 58 |
|
|
2016
Q4 | $33.3M | Buy |
386,326
+12,637
| +3% | +$1.09M | 0.2% | 53 |
|
|
2016
Q3 | $24.9M | Buy |
373,689
+10,727
| +3% | +$714K | 0.16% | 66 |
|
|
2016
Q2 | $22.6M | Buy |
362,962
+21,018
| +6% | +$1.31M | 0.16% | 62 |
|
|
2016
Q1 | $20.3M | Sell |
341,944
-2,355
| -0.7% | -$139K | 0.16% | 64 |
|
|
2015
Q4 | $22.7M | Buy |
344,299
+44,790
| +15% | +$2.96M | 0.19% | 60 |
|
|
2015
Q3 | $18.3M | Buy |
299,509
+23,862
| +9% | +$1.45M | 0.16% | 67 |
|
|
2015
Q2 | $18.7M | Buy |
275,647
+34,726
| +14% | +$2.35M | 0.17% | 63 |
|
|
2015
Q1 | $14.6M | Sell |
240,921
-11,302
| -4% | -$685K | 0.14% | 72 |
|
|
2014
Q4 | $15.8M | Buy |
252,223
+30,866
| +14% | +$1.93M | 0.16% | 62 |
|
|
2014
Q3 | $13.3M | Buy |
221,357
+42,941
| +24% | +$2.59M | 0.15% | 71 |
|
|
2014
Q2 | $10.3M | Buy |
178,416
+26,149
| +17% | +$1.51M | 0.13% | 79 |
|
|
2014
Q1 | $9.24M | Buy |
152,267
+4,324
| +3% | +$263K | 0.14% | 76 |
|
|
2013
Q4 | $8.65M | Buy |
147,943
+8,257
| +6% | +$483K | 0.15% | 72 |
|
|
2013
Q3 | $7.22M | Buy |
139,686
+12,866
| +10% | +$665K | 0.14% | 72 |
|
|
2013
Q2 | $6.7M | Buy |
+126,820
| New | +$6.7M | 0.16% | 63 |
|