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