Timber Creek Capital Management’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 | $277K | Hold |
950
| – | – | 0.07% | 81 |
|
2025
Q1 | $233K | Hold |
950
| – | – | 0.06% | 83 |
|
2024
Q4 | $228K | Hold |
950
| – | – | 0.07% | 80 |
|
2024
Q3 | $200K | Hold |
950
| – | – | 0.06% | 81 |
|
2024
Q2 | $192K | Hold |
950
| – | – | 0.06% | 78 |
|
2024
Q1 | $190K | Hold |
950
| – | – | 0.06% | 77 |
|
2023
Q4 | $162K | Hold |
950
| – | – | 0.06% | 72 |
|
2023
Q3 | $138K | Sell |
950
-8
| -0.8% | -$1.16K | 0.05% | 71 |
|
2023
Q2 | $139K | Buy |
958
+8
| +0.8% | +$1.16K | 0.05% | 69 |
|
2023
Q1 | $124K | Sell |
950
-200
| -17% | -$26.1K | 0.04% | 70 |
|
2022
Q4 | $154K | Hold |
1,150
| – | – | 0.06% | 69 |
|
2022
Q3 | $120K | Hold |
1,150
| – | – | 0.05% | 73 |
|
2022
Q2 | $129K | Hold |
1,150
| – | – | 0.04% | 73 |
|
2022
Q1 | $156K | Sell |
1,150
-200
| -15% | -$27.1K | 0.05% | 69 |
|
2021
Q4 | $213K | Hold |
1,350
| – | – | 0.06% | 65 |
|
2021
Q3 | $220K | Sell |
1,350
-250
| -16% | -$40.7K | 0.07% | 62 |
|
2021
Q2 | $248K | Sell |
1,600
-350
| -18% | -$54.3K | 0.08% | 61 |
|
2021
Q1 | $296K | Sell |
1,950
-67
| -3% | -$10.2K | 0.11% | 60 |
|
2020
Q4 | $256K | Hold |
2,017
| – | – | 0.11% | 54 |
|
2020
Q3 | $194K | Hold |
2,017
| – | – | 0.11% | 55 |
|
2020
Q2 | $189K | Sell |
2,017
-100
| -5% | -$9.37K | 0.12% | 50 |
|
2020
Q1 | $190K | Hold |
2,117
| – | – | 0.14% | 52 |
|
2019
Q4 | $295K | Hold |
2,117
| – | – | 0.18% | 53 |
|
2019
Q3 | $249K | Hold |
2,117
| – | – | 0.16% | 56 |
|
2019
Q2 | $236K | Buy |
2,117
+100
| +5% | +$11.1K | 0.15% | 58 |
|
2019
Q1 | $204K | Hold |
2,017
| – | – | 0.14% | 58 |
|
2018
Q4 | $196K | Hold |
2,017
| – | – | 0.15% | 56 |
|
2018
Q3 | $227K | Hold |
2,017
| – | – | 0.15% | 56 |
|
2018
Q2 | $210K | Hold |
2,017
| – | – | 0.14% | 56 |
|
2018
Q1 | $221K | Hold |
2,017
| – | – | 0.14% | 57 |
|
2017
Q4 | $215K | Hold |
2,017
| – | – | 0.13% | 55 |
|
2017
Q3 | $192K | Hold |
2,017
| – | – | 0.13% | 57 |
|
2017
Q2 | $184K | Hold |
2,017
| – | – | 0.13% | 57 |
|
2017
Q1 | $177K | Sell |
2,017
-200
| -9% | -$17.6K | 0.13% | 48 |
|
2016
Q4 | $191K | Hold |
2,217
| – | – | 0.15% | 48 |
|
2016
Q3 | $147K | Buy |
2,217
+1,000
| +82% | +$66.3K | 0.12% | 51 |
|
2016
Q2 | $75K | Hold |
1,217
| – | – | 0.06% | 59 |
|
2016
Q1 | $72K | Sell |
1,217
-200
| -14% | -$11.8K | 0.06% | 58 |
|
2015
Q4 | $93K | Buy |
1,417
+200
| +16% | +$13.1K | 0.08% | 53 |
|
2015
Q3 | $74K | Hold |
1,217
| – | – | 0.07% | 55 |
|
2015
Q2 | $82K | Hold |
1,217
| – | – | 0.07% | 57 |
|
2015
Q1 | $73K | Hold |
1,217
| – | – | 0.06% | 58 |
|
2014
Q4 | $77K | Hold |
1,217
| – | – | 0.06% | 55 |
|
2014
Q3 | $73K | Hold |
1,217
| – | – | 0.06% | 53 |
|
2014
Q2 | $70K | Hold |
1,217
| – | – | 0.06% | 53 |
|
2014
Q1 | $73K | Sell |
1,217
-600
| -33% | -$36K | 0.07% | 48 |
|
2013
Q4 | $106K | Sell |
1,817
-783
| -30% | -$45.7K | 0.1% | 42 |
|
2013
Q3 | $134K | Buy |
2,600
+1,000
| +63% | +$51.5K | 0.12% | 40 |
|
2013
Q2 | $84K | Buy |
+1,600
| New | +$84K | 0.08% | 43 |
|