JP Morgan Chase’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.65M | Buy |
94,417
+1,110
| +1% | +$43.9K | ﹤0.01% | 3610 |
|
|
2025
Q4 | $3.45M | Buy |
93,307
+27,380
| +42% | +$991K | ﹤0.01% | 3656 |
|
|
2025
Q3 | $2.36M | Sell |
65,927
-8,273
| -11% | -$296K | ﹤0.01% | 3961 |
|
|
2025
Q2 | $2.51M | Sell |
74,200
-15,862
| -18% | -$490K | ﹤0.01% | 3743 |
|
|
2025
Q1 | $2.8M | Buy |
90,062
+14,535
| +19% | +$483K | ﹤0.01% | 3612 |
|
|
2024
Q4 | $2.34M | Buy |
75,527
+42,771
| +131% | +$1.42M | ﹤0.01% | 4026 |
|
|
2024
Q3 | $955K | Sell |
32,756
-3,393
| -9% | -$93.4K | ﹤0.01% | 4495 |
|
|
2024
Q2 | $856K | Sell |
36,149
-30,600
| -46% | -$662K | ﹤0.01% | 4366 |
|
|
2024
Q1 | $1.41M | Buy |
66,749
+9,834
| +17% | +$217K | ﹤0.01% | 4099 |
|
|
2023
Q4 | $1.39M | Buy |
56,915
+15,351
| +37% | +$340K | ﹤0.01% | 4107 |
|
|
2023
Q3 | $888K | Sell |
41,564
-7,733
| -16% | -$179K | ﹤0.01% | 4129 |
|
|
2023
Q2 | $1.06M | Sell |
49,297
-101,721
| -67% | -$2.22M | ﹤0.01% | 4015 |
|
|
2023
Q1 | $3.49M | Sell |
151,018
-44,540
| -23% | -$1.16M | ﹤0.01% | 3099 |
|
|
2022
Q4 | $5.38M | Buy |
195,558
+31,829
| +19% | +$894K | ﹤0.01% | 2759 |
|
|
2022
Q3 | $4.05M | Buy |
163,729
+56,246
| +52% | +$1.42M | ﹤0.01% | 2916 |
|
|
2022
Q2 | $2.6M | Buy |
107,483
+38,993
| +57% | +$969K | ﹤0.01% | 3329 |
|
|
2022
Q1 | $1.75M | Sell |
68,490
-12,912
| -16% | -$342K | ﹤0.01% | 3857 |
|
|
2021
Q4 | $2.23M | Buy |
81,402
+6,304
| +8% | +$167K | ﹤0.01% | 3779 |
|
|
2021
Q3 | $1.94M | Sell |
75,098
-26,907
| -26% | -$665K | ﹤0.01% | 3816 |
|
|
2021
Q2 | $2.45M | Buy |
102,005
+46,155
| +83% | +$1.09M | ﹤0.01% | 3649 |
|
|
2021
Q1 | $1.21M | Buy |
55,850
+13,049
| +30% | +$275K | ﹤0.01% | 4094 |
|
|
2020
Q4 | $777K | Buy |
42,801
+28,773
| +205% | +$474K | ﹤0.01% | 4109 |
|
|
2020
Q3 | $191K | Buy |
14,028
+1,353
| +11% | +$19.1K | ﹤0.01% | 4383 |
|
|
2020
Q2 | $205K | Sell |
12,675
-19,384
| -60% | -$283K | ﹤0.01% | 4247 |
|
|
2020
Q1 | $488K | Buy |
32,059
+15,917
| +99% | +$313K | ﹤0.01% | 3824 |
|
|
2019
Q4 | $382K | Sell |
16,142
-3,794
| -19% | -$83.5K | ﹤0.01% | 4370 |
|
|
2019
Q3 | $415K | Buy |
19,936
+11,665
| +141% | +$246K | ﹤0.01% | 4256 |
|
|
2019
Q2 | $177K | Buy |
8,271
+5,462
| +194% | +$113K | ﹤0.01% | 4709 |
|
|
2019
Q1 | $53K | Sell |
2,809
-94
| -3% | -$1.8K | ﹤0.01% | 5108 |
|
|
2018
Q4 | $53K | Buy |
2,903
+271
| +10% | +$5.62K | ﹤0.01% | 5056 |
|
|
2018
Q3 | $62K | Sell |
2,632
-1,742
| -40% | -$43.3K | ﹤0.01% | 5123 |
|
|
2018
Q2 | $112K | Buy |
4,374
+2,831
| +183% | +$69.3K | ﹤0.01% | 4795 |
|
|
2018
Q1 | $36K | Sell |
1,543
-3
| -0.2% | -$67 | ﹤0.01% | 4921 |
|
|
2017
Q4 | $34K | Buy |
+1,546
| New | +$35.6K | ﹤0.01% | 5019 |
|
|
2017
Q3 | – | Sell |
-277
| Closed | -$7K | – | 5157 |
|
|
2017
Q2 | $7K | Buy |
+277
| New | +$6.34K | ﹤0.01% | 4715 |
|
Other funds holding SMBK
VCM
PCMF
