Mission Creek Capital 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 | $8.92M | Sell |
51,803
-3,976
| -7% | -$684K | 1.98% | 10 |
|
|
2025
Q1 | $8.52M | Sell |
55,779
-960
| -2% | -$147K | 2.07% | 8 |
|
|
2024
Q4 | $8.56M | Buy |
56,739
+21,877
| +63% | +$3.3M | 1.87% | 10 |
|
|
2024
Q3 | $7.35M | Buy |
34,862
+156
| +0.4% | +$32.9K | 1.71% | 11 |
|
|
2024
Q2 | $7.02M | Buy |
34,706
+8,135
| +31% | +$1.65M | 1.77% | 10 |
|
|
2024
Q1 | $5.32M | Buy |
26,571
+9,248
| +53% | +$1.85M | 1.38% | 12 |
|
|
2023
Q4 | $2.95M | Buy |
17,323
+280
| +2% | +$47.6K | 0.76% | 27 |
|
|
2023
Q3 | $2.47M | Buy |
17,043
+189
| +1% | +$27.4K | 0.83% | 33 |
|
|
2023
Q2 | $2.45M | Buy |
16,854
+849
| +5% | +$123K | 0.79% | 34 |
|
|
2023
Q1 | $2.09M | Sell |
16,005
-301
| -2% | -$39.2K | 0.71% | 38 |
|
|
2022
Q4 | $2.19M | Buy |
16,306
+379
| +2% | +$50.8K | 0.78% | 37 |
|
|
2022
Q3 | $1.66M | Buy |
15,927
+521
| +3% | +$54.4K | 0.63% | 52 |
|
|
2022
Q2 | $1.74M | Buy |
15,406
+189
| +1% | +$21.3K | 0.58% | 59 |
|
|
2022
Q1 | $2.07M | Buy |
15,217
+114
| +0.8% | +$15.5K | 0.55% | 59 |
|
|
2021
Q4 | $2.39M | Buy |
15,103
+982
| +7% | +$156K | 0.48% | 62 |
|
|
2021
Q3 | $2.31M | Buy |
14,121
+297
| +2% | +$48.6K | 0.43% | 57 |
|
|
2021
Q2 | $2.15M | Buy |
13,824
+1,262
| +10% | +$196K | 0.35% | 61 |
|
|
2021
Q1 | $1.91M | Sell |
12,562
-305
| -2% | -$46.4K | 0.29% | 64 |
|
|
2020
Q4 | $1.64M | Buy |
12,867
+1,858
| +17% | +$236K | 0.5% | 62 |
|
|
2020
Q3 | $1.06M | Sell |
11,009
-37
| -0.3% | -$3.56K | 0.42% | 73 |
|
|
2020
Q2 | $1.04M | Sell |
11,046
-267
| -2% | -$25.1K | 0.55% | 44 |
|
|
2020
Q1 | $1.02M | Buy |
11,313
+45
| +0.4% | +$4.05K | 0.55% | 42 |
|
|
2019
Q4 | $1.57M | Buy |
+11,268
| New | +$1.57M | 0.72% | 39 |
|