JP Morgan Chase’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $130M | Buy |
4,051,222
+987,482
| +32% | +$22.5M | 0.01% | 877 |
|
|
2025
Q4 | $57.3M | Sell |
3,063,740
-363,186
| -11% | -$7.36M | ﹤0.01% | 1273 |
|
|
2025
Q3 | $85.6M | Buy |
3,426,926
+52,834
| +2% | +$1.42M | 0.01% | 1071 |
|
|
2025
Q2 | $83.4M | Sell |
3,374,092
-893,033
| -21% | -$21.6M | 0.01% | 1029 |
|
|
2025
Q1 | $128M | Sell |
4,267,125
-365,130
| -8% | -$13.1M | 0.01% | 827 |
|
|
2024
Q4 | $180M | Buy |
4,632,255
+835,929
| +22% | +$35.3M | 0.01% | 698 |
|
|
2024
Q3 | $152M | Sell |
3,796,326
-414,296
| -10% | -$18M | 0.01% | 788 |
|
|
2024
Q2 | $182M | Buy |
4,210,622
+130,489
| +3% | +$6.41M | 0.02% | 689 |
|
|
2024
Q1 | $203M | Buy |
4,080,133
+443,323
| +12% | +$18.1M | 0.02% | 647 |
|
|
2023
Q4 | $141M | Buy |
3,636,810
+1,788,011
| +97% | +$68.9M | 0.01% | 741 |
|
|
2023
Q3 | $73.3M | Sell |
1,848,799
-91,302
| -5% | -$3.46M | 0.01% | 942 |
|
|
2023
Q2 | $61.4M | Sell |
1,940,101
-487,318
| -20% | -$13.8M | 0.01% | 1027 |
|
|
2023
Q1 | $68.4M | Sell |
2,427,419
-179,873
| -7% | -$5.49M | 0.01% | 953 |
|
|
2022
Q4 | $90.8M | Buy |
2,607,292
+145,099
| +6% | +$6.03M | 0.01% | 813 |
|
|
2022
Q3 | $92.6M | Buy |
2,462,193
+685,812
| +39% | +$27M | 0.01% | 759 |
|
|
2022
Q2 | $60.7M | Buy |
1,776,381
+705,246
| +66% | +$28.7M | 0.01% | 945 |
|
|
2022
Q1 | $41.7M | Buy |
1,071,135
+520,509
| +95% | +$18.8M | 0.01% | 1264 |
|
|
2021
Q4 | $16.2M | Buy |
550,626
+424,435
| +336% | +$13.3M | ﹤0.01% | 1994 |
|
|
2021
Q3 | $3.33M | Sell |
126,191
-81,356
| -39% | -$1.64M | ﹤0.01% | 3367 |
|
|
2021
Q2 | $5.11M | Sell |
207,547
-57,998
| -22% | -$1.12M | ﹤0.01% | 3030 |
|
|
2021
Q1 | $4.35M | Sell |
265,545
-363,998
| -58% | -$4.65M | ﹤0.01% | 3093 |
|
|
2020
Q4 | $3.85M | Buy |
629,543
+61,399
| +11% | +$207K | ﹤0.01% | 3015 |
|
|
2020
Q3 | $921K | Buy |
568,144
+459,070
| +421% | +$1.28M | ﹤0.01% | 3688 |
|
|
2020
Q2 | $408K | Sell |
109,074
-449,075
| -80% | -$1.47M | ﹤0.01% | 3935 |
|
|
2020
Q1 | $681K | Sell |
558,149
-202,132
| -27% | -$1.43M | ﹤0.01% | 3657 |
|
|
2019
Q4 | $8.54M | Buy |
760,281
+189,197
| +33% | +$1.7M | ﹤0.01% | 2242 |
|
|
2019
Q3 | $5.53M | Buy |
571,084
+110,332
| +24% | +$1.12M | ﹤0.01% | 2621 |
|
|
2019
Q2 | $5.66M | Buy |
460,752
+193,194
| +72% | +$2.8M | ﹤0.01% | 2531 |
|
|
2019
Q1 | $4.68M | Sell |
267,558
-157,049
| -37% | -$2.79M | ﹤0.01% | 2641 |
|
|
2018
Q4 | $6.57M | Sell |
424,607
-1,304,238
| -75% | -$30.2M | ﹤0.01% | 2351 |
|
|
2018
Q3 | $54.5M | Buy |
1,728,845
+672,887
| +64% | +$19.3M | 0.01% | 967 |
|
|
2018
Q2 | $27.1M | Buy |
1,055,958
+680,005
| +181% | +$15.9M | 0.01% | 1360 |
|
|
2018
Q1 | $6.78M | Sell |
375,953
-239,056
| -39% | -$5.17M | ﹤0.01% | 2324 |
|
|
2017
Q4 | $13.6M | Sell |
615,009
-284,745
| -32% | -$5.75M | ﹤0.01% | 1877 |
|
|
2017
Q3 | $16.5M | Buy |
899,754
+40,700
| +5% | +$636K | ﹤0.01% | 1648 |
|
|
2017
Q2 | $14.2M | Buy |
859,054
+718,528
| +511% | +$14.3M | ﹤0.01% | 1698 |
|
|
2017
Q1 | $3.38M | Sell |
140,526
-224,983
| -62% | -$6.23M | ﹤0.01% | 2696 |
|
|
2016
Q4 | $12.6M | Sell |
365,509
-53,509
| -13% | -$1.93M | ﹤0.01% | 1775 |
|
|
2016
Q3 | $16.2M | Buy |
419,018
+207,898
| +98% | +$6.66M | ﹤0.01% | 1498 |
|
|
2016
Q2 | $5.7M | Buy |
211,120
+146,839
| +228% | +$4.12M | ﹤0.01% | 2201 |
|
|
2016
Q1 | $1.21M | Buy |
64,281
+9,873
| +18% | +$136K | ﹤0.01% | 2984 |
|
|
2015
Q4 | $1.07M | Sell |
54,408
-245,531
| -82% | -$7.48M | ﹤0.01% | 3087 |
|
|
2015
Q3 | $9.61M | Buy |
299,939
+170,675
| +132% | +$6.19M | ﹤0.01% | 1794 |
|
|
2015
Q2 | $5.96M | Sell |
129,264
-496,742
| -79% | -$26.2M | ﹤0.01% | 2288 |
|
|
2015
Q1 | $32.4M | Sell |
626,006
-125,095
| -17% | -$5.43M | 0.01% | 1124 |
|
|
2014
Q4 | $29M | Buy |
751,101
+214,665
| +40% | +$10.8M | 0.01% | 1244 |
|
|
2014
Q3 | $41.8M | Buy |
536,436
+221,654
| +70% | +$18.1M | 0.01% | 988 |
|
|
2014
Q2 | $26.5M | Buy |
314,782
+19,833
| +7% | +$1.52M | 0.01% | 1170 |
|
|
2014
Q1 | $21M | Sell |
294,949
-49,771
| -14% | -$3.89M | 0.01% | 1284 |
|
|
2013
Q4 | $28.6M | Sell |
344,720
-79,711
| -19% | -$6.8M | 0.01% | 1115 |
|
|
2013
Q3 | $32.8M | Buy |
424,431
+51,029
| +14% | +$3.53M | 0.01% | 1027 |
|
|
2013
Q2 | $22.4M | Buy |
+373,402
| New | +$22.8M | 0.01% | 1189 |
|
Other funds holding SM
VPM
AC
VCM
DSC
