CreativeOne Wealth’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 | $9.27M | Buy |
31,967
+2,662
| +9% | +$772K | 0.24% | 79 |
|
|
2025
Q1 | $7.19M | Buy |
29,305
+4,525
| +18% | +$1.11M | 0.22% | 95 |
|
|
2024
Q4 | $5.94M | Buy |
24,780
+1,883
| +8% | +$451K | 0.18% | 113 |
|
|
2024
Q3 | $4.83M | Buy |
22,897
+6,902
| +43% | +$1.46M | 0.16% | 123 |
|
|
2024
Q2 | $3.24M | Sell |
15,995
-5,744
| -26% | -$1.16M | 0.16% | 126 |
|
|
2024
Q1 | $4.36M | Buy |
21,739
+7,197
| +49% | +$1.44M | 0.17% | 119 |
|
|
2023
Q4 | $2.47M | Sell |
14,542
-10,408
| -42% | -$1.77M | 0.16% | 124 |
|
|
2023
Q3 | $3.62M | Sell |
24,950
-5,967
| -19% | -$865K | 0.26% | 82 |
|
|
2023
Q2 | $4.5M | Sell |
30,917
-1,161
| -4% | -$169K | 0.21% | 91 |
|
|
2023
Q1 | $4.18M | Buy |
32,078
+111
| +0.3% | +$14.5K | 0.21% | 92 |
|
|
2022
Q4 | $4.29M | Buy |
31,967
+1,027
| +3% | +$138K | 0.24% | 87 |
|
|
2022
Q3 | $3.23M | Buy |
30,940
+1,896
| +7% | +$198K | 0.19% | 97 |
|
|
2022
Q2 | $3.27M | Sell |
29,044
-2,356
| -8% | -$265K | 0.18% | 92 |
|
|
2022
Q1 | $4.28M | Sell |
31,400
-9,546
| -23% | -$1.3M | 0.22% | 77 |
|
|
2021
Q4 | $6.48M | Buy |
40,946
+1,674
| +4% | +$265K | 0.32% | 60 |
|
|
2021
Q3 | $6.42M | Buy |
39,272
+549
| +1% | +$89.7K | 0.38% | 60 |
|
|
2021
Q2 | $6.02M | Buy |
38,723
+434
| +1% | +$67.5K | 0.37% | 57 |
|
|
2021
Q1 | $5.83M | Buy |
38,289
+1,680
| +5% | +$256K | 0.44% | 42 |
|
|
2020
Q4 | $4.65M | Buy |
36,609
+30,787
| +529% | +$3.91M | 0.39% | 53 |
|
|
2020
Q3 | $560K | Buy |
5,822
+807
| +16% | +$77.6K | 0.08% | 160 |
|
|
2020
Q2 | $472K | Sell |
5,015
-107
| -2% | -$10.1K | 0.07% | 155 |
|
|
2020
Q1 | $461K | Sell |
5,122
-225
| -4% | -$20.3K | 0.09% | 109 |
|
|
2019
Q4 | $746K | Sell |
5,347
-452
| -8% | -$63.1K | 0.13% | 84 |
|
|
2019
Q3 | $683K | Sell |
5,799
-306
| -5% | -$36K | 0.13% | 80 |
|
|
2019
Q2 | $682K | Buy |
6,105
+2,017
| +49% | +$225K | 0.14% | 75 |
|
|
2019
Q1 | $414K | Buy |
4,088
+270
| +7% | +$27.3K | 0.11% | 77 |
|
|
2018
Q4 | $373K | Buy |
+3,818
| New | +$373K | 0.13% | 67 |
|