CAM
Creekmur Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
5,559
+1,690
| +44% | +$490K | 0.28% | 49 |
|
|
2025
Q1 | $949K | Buy |
3,869
+2,718
| +236% | +$667K | 0.2% | 56 |
|
|
2024
Q4 | $276K | Buy |
1,151
+1
| +0.1% | +$240 | 0.06% | 108 |
|
|
2024
Q3 | $243K | Sell |
1,150
-31
| -3% | -$6.54K | 0.06% | 102 |
|
|
2024
Q2 | $239K | Sell |
1,181
-168
| -12% | -$34K | 0.06% | 111 |
|
|
2024
Q1 | $270K | Buy |
1,349
+161
| +14% | +$32.2K | 0.09% | 95 |
|
|
2023
Q4 | $202K | Buy |
+1,188
| New | +$202K | 0.06% | 139 |
|