Willow Creek Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
|
|||||
|
2025
Q1 | $835K | Buy |
|
|||||
|
2024
Q4 | $790K | Sell |
|
|||||
|
2024
Q3 | $702K | Buy |
|
|||||
|
2024
Q2 | $454K | Buy |
|
|||||
|
2024
Q1 | $449K | Buy |
|
|||||
|
2023
Q4 | $365K | Sell |
|
|||||
|
2023
Q3 | $328K | Sell |
|
|||||
|
2023
Q2 | $431K | Buy |
|
|||||
|
2023
Q1 | $335K | Buy |
|
|||||
|
2022
Q4 | $338K | Sell |
|
|||||
|
2022
Q3 | $333K | Buy |
|
|||||
|
2022
Q2 | $288K | Buy |
|
|||||
|
2022
Q1 | $253K | Sell |
|
|||||
|
2021
Q4 | $297K | Buy |
|
|||||
|
2021
Q3 | $304K | Sell |
|
|||||
|
2021
Q2 | $309K | Buy |
|
|||||
|
2021
Q1 | $282K | Hold |
|
|||||
|
2020
Q4 | $235K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $210K | Sell |
|
|||||
|
2020
Q1 | $214K | Buy |
|
|||||
|
2019
Q4 | $325K | Sell |
|
|||||
|
2019
Q3 | $281K | Buy |
|
|||||
|
2019
Q2 | $266K | Buy |
|
|||||
|
2019
Q1 | $234K | Sell |
|
|||||
|
2018
Q4 | $230K | Sell |
|
|||||
|
2018
Q3 | $271K | Sell |
|
|||||
|
2018
Q2 | $268K | Sell |
|
|||||
|
2018
Q1 | $346K | Buy |
|