Mill Creek Capital 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 | $7.55M | Sell |
26,033
-885
| -3% | -$257K | 0.17% | 44 |
|
|
2025
Q1 | $6.6M | Buy |
26,918
+222
| +0.8% | +$54.5K | 0.16% | 43 |
|
|
2024
Q4 | $6.4M | Sell |
26,696
-425
| -2% | -$102K | 0.15% | 45 |
|
|
2024
Q3 | $5.72M | Sell |
27,121
-1,935
| -7% | -$408K | 0.14% | 46 |
|
|
2024
Q2 | $5.88M | Buy |
29,056
+534
| +2% | +$108K | 0.15% | 48 |
|
|
2024
Q1 | $5.71M | Buy |
28,522
+742
| +3% | +$149K | 0.16% | 47 |
|
|
2023
Q4 | $4.73M | Sell |
27,780
-904
| -3% | -$154K | 0.14% | 52 |
|
|
2023
Q3 | $4.16M | Sell |
28,684
-2,457
| -8% | -$356K | 0.14% | 49 |
|
|
2023
Q2 | $4.53M | Sell |
31,141
-10,642
| -25% | -$1.55M | 0.15% | 46 |
|
|
2023
Q1 | $5.44M | Buy |
41,783
+26,025
| +165% | +$3.39M | 0.2% | 36 |
|
|
2022
Q4 | $2.11M | Buy |
+15,758
| New | +$2.11M | 0.09% | 63 |
|