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Willow Creek Wealth Management’s JPMorgan Chase JPM Stock Holding History

Willow Creek Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.09M Sell
3,462
-13
-0.4% -$3.87K 0.09% 73
2025
Q2 		$1.01M Buy
3,475
+71
+2% +$18.1K 0.09% 69
2025
Q1 		$835K Buy
3,404
+109
+3% +$27.8K 0.08% 69
2024
Q4 		$790K Sell
3,295
-33
-1% -$7.69K 0.08% 71
2024
Q3 		$702K Buy
3,328
+1,084
+48% +$228K 0.07% 77
2024
Q2 		$454K Buy
2,244
+3
+0.1% +$587 0.05% 90
2024
Q1 		$449K Buy
2,241
+95
+4% +$17.1K 0.05% 89
2023
Q4 		$365K Sell
2,146
-115
-5% -$17.4K 0.05% 99
2023
Q3 		$328K Sell
2,261
-703
-24% -$105K 0.05% 98
2023
Q2 		$431K Buy
2,964
+395
+15% +$54.3K 0.06% 91
2023
Q1 		$335K Buy
2,569
+45
+2% +$6.17K 0.05% 95
2022
Q4 		$338K Sell
2,524
-662
-21% -$83.9K 0.06% 90
2022
Q3 		$333K Buy
3,186
+627
+25% +$72K 0.06% 84
2022
Q2 		$288K Buy
2,559
+700
+38% +$86.7K 0.05% 93
2022
Q1 		$253K Sell
1,859
-14
-0.7% -$2.07K 0.05% 105
2021
Q4 		$297K Buy
1,873
+14
+0.8% +$2.3K 0.06% 99
2021
Q3 		$304K Sell
1,859
-129
-6% -$20.2K 0.07% 88
2021
Q2 		$309K Buy
1,988
+135
+7% +$21.2K 0.07% 84
2021
Q1 		$282K Hold
1,853
– – 0.1% 74
2020
Q4 		$235K Buy
+1,853
New +$207K 0.09% 81
2020
Q3 		– Sell
-2,228
Closed -$210K – 86
2020
Q2 		$210K Sell
2,228
-145
-6% -$13.8K 0.09% 73
2020
Q1 		$214K Buy
2,373
+39
+2% +$4.74K 0.11% 61
2019
Q4 		$325K Sell
2,334
-50
-2% -$6.41K 0.15% 53
2019
Q3 		$281K Buy
2,384
+7
+0.3% +$792 0.13% 63
2019
Q2 		$266K Buy
2,377
+69
+3% +$7.61K 0.13% 64
2019
Q1 		$234K Sell
2,308
-51
-2% -$5.25K 0.12% 66
2018
Q4 		$230K Sell
2,359
-42
-2% -$4.47K 0.12% 58
2018
Q3 		$271K Sell
2,401
-172
-7% -$19.5K 0.15% 53
2018
Q2 		$268K Sell
2,573
-570
-18% -$62.5K 0.15% 51
2018
Q1 		$346K Buy
+3,143
New +$356K 0.19% 43

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Willow Creek Wealth Management's JPM Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.37% in Q3 2025, selling an estimated $3.87K and leaving 3,462 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #73.

Willow Creek Wealth Management first reported a position in JPM in Q1 2018 and has held it in 30 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Willow Creek Wealth Management held 3,462 shares of JPMorgan Chase worth $1.09M as of Q3 2025.
  • Willow Creek Wealth Management sold 13 JPMorgan Chase shares in Q3 2025, an estimated $3.87K.
  • JPMorgan Chase made up 0.09% of Willow Creek Wealth Management's portfolio in Q3 2025, its #73 holding.
  • Willow Creek Wealth Management first reported a position in JPMorgan Chase in Q1 2018 and has held it in 30 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.