Creekside Partners’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
Q3
$1M Sell
2025
Q2
$946K Hold
2025
Q1
$800K Hold
2024
Q4
$782K Hold
2024
Q3
$688K Sell
2024
Q2
$665K Buy