Jackson Creek Investment Advisors’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 | $653K | Sell |
2,252
-218
| -9% | -$63.2K | 0.18% | 208 |
|
|
2025
Q1 | $606K | Buy |
2,470
+41
| +2% | +$10.1K | 0.19% | 215 |
|
|
2024
Q4 | $582K | Buy |
2,429
+1
| +0% | +$240 | 0.18% | 211 |
|
|
2024
Q3 | $512K | Sell |
2,428
-42
| -2% | -$8.86K | 0.15% | 221 |
|
|
2024
Q2 | $500K | Sell |
2,470
-2,897
| -54% | -$586K | 0.18% | 225 |
|
|
2024
Q1 | $1.08M | Sell |
5,367
-165
| -3% | -$33K | 0.38% | 116 |
|
|
2023
Q4 | $941K | Buy |
5,532
+1,249
| +29% | +$212K | 0.36% | 148 |
|
|
2023
Q3 | $621K | Buy |
4,283
+1,226
| +40% | +$178K | 0.26% | 199 |
|
|
2023
Q2 | $445K | Buy |
+3,057
| New | +$445K | 0.18% | 246 |
|