Creekside Partners’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	$946K	Hold	3,263	–	–	0.45%	55
2025 Q1	$800K	Hold	3,263	–	–	0.42%	56
2024 Q4	$782K	Hold	3,263	–	–	0.41%	56
2024 Q3	$688K	Sell	3,263 -23	-0.7%	-$4.85K	0.36%	66
2024 Q2	$665K	Buy	+3,286	New	+$665K	0.37%	59