Willow Creek Wealth 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 | $1.01M | Buy |
3,475
+71
| +2% | +$20.6K | 0.09% | 69 |
|
|
2025
Q1 | $835K | Buy |
3,404
+109
| +3% | +$26.7K | 0.08% | 69 |
|
|
2024
Q4 | $790K | Sell |
3,295
-33
| -1% | -$7.91K | 0.08% | 71 |
|
|
2024
Q3 | $702K | Buy |
3,328
+1,084
| +48% | +$229K | 0.07% | 77 |
|
|
2024
Q2 | $454K | Buy |
2,244
+3
| +0.1% | +$607 | 0.05% | 90 |
|
|
2024
Q1 | $449K | Buy |
2,241
+95
| +4% | +$19K | 0.05% | 89 |
|
|
2023
Q4 | $365K | Sell |
2,146
-115
| -5% | -$19.6K | 0.05% | 99 |
|
|
2023
Q3 | $328K | Sell |
2,261
-703
| -24% | -$102K | 0.05% | 98 |
|
|
2023
Q2 | $431K | Buy |
2,964
+395
| +15% | +$57.5K | 0.06% | 91 |
|
|
2023
Q1 | $335K | Buy |
2,569
+45
| +2% | +$5.86K | 0.05% | 95 |
|
|
2022
Q4 | $338K | Sell |
2,524
-662
| -21% | -$88.7K | 0.06% | 90 |
|
|
2022
Q3 | $333K | Buy |
3,186
+627
| +25% | +$65.5K | 0.06% | 84 |
|
|
2022
Q2 | $288K | Buy |
2,559
+700
| +38% | +$78.8K | 0.05% | 93 |
|
|
2022
Q1 | $253K | Sell |
1,859
-14
| -0.7% | -$1.91K | 0.05% | 105 |
|
|
2021
Q4 | $297K | Buy |
1,873
+14
| +0.8% | +$2.22K | 0.06% | 99 |
|
|
2021
Q3 | $304K | Sell |
1,859
-129
| -6% | -$21.1K | 0.07% | 88 |
|
|
2021
Q2 | $309K | Buy |
1,988
+135
| +7% | +$21K | 0.07% | 84 |
|
|
2021
Q1 | $282K | Hold |
1,853
| – | – | 0.1% | 74 |
|
|
2020
Q4 | $235K | Buy |
+1,853
| New | +$235K | 0.09% | 81 |
|
|
2020
Q3 | – | Sell |
-2,228
| Closed | -$210K | – | 86 |
|
|
2020
Q2 | $210K | Sell |
2,228
-145
| -6% | -$13.7K | 0.09% | 73 |
|
|
2020
Q1 | $214K | Buy |
2,373
+39
| +2% | +$3.52K | 0.11% | 61 |
|
|
2019
Q4 | $325K | Sell |
2,334
-50
| -2% | -$6.96K | 0.15% | 53 |
|
|
2019
Q3 | $281K | Buy |
2,384
+7
| +0.3% | +$825 | 0.13% | 63 |
|
|
2019
Q2 | $266K | Buy |
2,377
+69
| +3% | +$7.72K | 0.13% | 64 |
|
|
2019
Q1 | $234K | Sell |
2,308
-51
| -2% | -$5.17K | 0.12% | 66 |
|
|
2018
Q4 | $230K | Sell |
2,359
-42
| -2% | -$4.1K | 0.12% | 58 |
|
|
2018
Q3 | $271K | Sell |
2,401
-172
| -7% | -$19.4K | 0.15% | 53 |
|
|
2018
Q2 | $268K | Sell |
2,573
-570
| -18% | -$59.4K | 0.15% | 51 |
|
|
2018
Q1 | $346K | Buy |
+3,143
| New | +$346K | 0.19% | 43 |
|