JPMorgan Chase & Co’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.4M | Sell |
3,374,092
-893,033
| -21% | -$22.1M | 0.01% | 947 |
|
|
2025
Q1 | $128M | Sell |
4,267,125
-365,130
| -8% | -$10.9M | 0.01% | 769 |
|
|
2024
Q4 | $180M | Buy |
4,632,255
+835,929
| +22% | +$32.4M | 0.01% | 648 |
|
|
2024
Q3 | $152M | Sell |
3,796,326
-414,296
| -10% | -$16.6M | 0.01% | 739 |
|
|
2024
Q2 | $182M | Buy |
4,210,622
+130,489
| +3% | +$5.64M | 0.01% | 648 |
|
|
2024
Q1 | $203M | Buy |
4,080,133
+443,323
| +12% | +$22.1M | 0.02% | 609 |
|
|
2023
Q4 | $141M | Buy |
3,636,810
+1,788,011
| +97% | +$69.2M | 0.01% | 686 |
|
|
2023
Q3 | $73.3M | Sell |
1,848,799
-91,302
| -5% | -$3.62M | 0.01% | 860 |
|
|
2023
Q2 | $61.4M | Sell |
1,940,101
-487,318
| -20% | -$15.4M | 0.01% | 953 |
|
|
2023
Q1 | $68.4M | Sell |
2,427,419
-179,873
| -7% | -$5.07M | 0.01% | 877 |
|
|
2022
Q4 | $90.8M | Buy |
2,607,292
+145,099
| +6% | +$5.05M | 0.01% | 743 |
|
|
2022
Q3 | $92.6M | Buy |
2,462,193
+685,812
| +39% | +$25.8M | 0.01% | 707 |
|
|
2022
Q2 | $60.7M | Buy |
1,776,381
+705,246
| +66% | +$24.1M | 0.01% | 882 |
|
|
2022
Q1 | $41.7M | Buy |
1,071,135
+520,509
| +95% | +$20.3M | 0.01% | 1134 |
|
|
2021
Q4 | $16.2M | Buy |
550,626
+424,435
| +336% | +$12.5M | ﹤0.01% | 1719 |
|
|
2021
Q3 | $3.33M | Sell |
126,191
-81,356
| -39% | -$2.15M | ﹤0.01% | 2844 |
|
|
2021
Q2 | $5.11M | Sell |
207,547
-57,998
| -22% | -$1.43M | ﹤0.01% | 2629 |
|
|
2021
Q1 | $4.35M | Sell |
265,545
-363,998
| -58% | -$5.96M | ﹤0.01% | 2743 |
|
|
2020
Q4 | $3.85M | Buy |
629,543
+61,399
| +11% | +$376K | ﹤0.01% | 2587 |
|
|
2020
Q3 | $921K | Buy |
568,144
+459,070
| +421% | +$744K | ﹤0.01% | 3133 |
|
|
2020
Q2 | $408K | Sell |
109,074
-449,075
| -80% | -$1.68M | ﹤0.01% | 3372 |
|
|
2020
Q1 | $681K | Sell |
558,149
-202,132
| -27% | -$247K | ﹤0.01% | 3157 |
|
|
2019
Q4 | $8.55M | Buy |
760,281
+189,197
| +33% | +$2.13M | ﹤0.01% | 1862 |
|
|
2019
Q3 | $5.53M | Buy |
571,084
+110,332
| +24% | +$1.07M | ﹤0.01% | 2147 |
|
|
2019
Q2 | $5.66M | Buy |
460,752
+193,194
| +72% | +$2.37M | ﹤0.01% | 2046 |
|
|
2019
Q1 | $4.68M | Sell |
267,558
-157,049
| -37% | -$2.75M | ﹤0.01% | 2145 |
|
|
2018
Q4 | $6.57M | Sell |
424,607
-1,304,238
| -75% | -$20.2M | ﹤0.01% | 1924 |
|
|
2018
Q3 | $54.5M | Buy |
1,728,845
+672,887
| +64% | +$21.2M | 0.01% | 880 |
|
|
2018
Q2 | $27.1M | Buy |
1,055,958
+680,005
| +181% | +$17.5M | 0.01% | 1209 |
|
|
2018
Q1 | $6.78M | Sell |
375,953
-239,056
| -39% | -$4.31M | ﹤0.01% | 2006 |
|
|
2017
Q4 | $13.6M | Sell |
615,009
-284,745
| -32% | -$6.29M | ﹤0.01% | 1621 |
|
|
2017
Q3 | $16.5M | Buy |
899,754
+40,700
| +5% | +$748K | ﹤0.01% | 1456 |
|
|
2017
Q2 | $14.2M | Buy |
859,054
+718,528
| +511% | +$11.9M | ﹤0.01% | 1503 |
|
|
2017
Q1 | $3.38M | Sell |
140,526
-224,983
| -62% | -$5.4M | ﹤0.01% | 2315 |
|
|
2016
Q4 | $12.6M | Sell |
365,509
-53,509
| -13% | -$1.85M | ﹤0.01% | 1563 |
|
|
2016
Q3 | $16.2M | Buy |
419,018
+207,898
| +98% | +$8.02M | ﹤0.01% | 1347 |
|
|
2016
Q2 | $5.7M | Buy |
211,120
+146,839
| +228% | +$3.96M | ﹤0.01% | 1943 |
|
|
2016
Q1 | $1.21M | Buy |
64,281
+9,873
| +18% | +$185K | ﹤0.01% | 2607 |
|
|
2015
Q4 | $1.07M | Sell |
54,408
-245,531
| -82% | -$4.83M | ﹤0.01% | 2652 |
|
|
2015
Q3 | $9.61M | Buy |
299,939
+170,675
| +132% | +$5.47M | ﹤0.01% | 1597 |
|
|
2015
Q2 | $5.96M | Sell |
129,264
-496,742
| -79% | -$22.9M | ﹤0.01% | 1996 |
|
|
2015
Q1 | $32.4M | Sell |
626,006
-125,095
| -17% | -$6.46M | 0.01% | 1044 |
|
|
2014
Q4 | $29M | Buy |
751,101
+214,665
| +40% | +$8.28M | 0.01% | 1096 |
|
|
2014
Q3 | $41.8M | Buy |
536,436
+221,654
| +70% | +$17.3M | 0.01% | 894 |
|
|
2014
Q2 | $26.5M | Buy |
314,782
+19,833
| +7% | +$1.67M | 0.01% | 1147 |
|
|
2014
Q1 | $21M | Sell |
294,949
-49,771
| -14% | -$3.55M | 0.01% | 1259 |
|
|
2013
Q4 | $28.7M | Sell |
344,720
-79,711
| -19% | -$6.62M | 0.01% | 1058 |
|
|
2013
Q3 | $32.8M | Buy |
424,431
+51,029
| +14% | +$3.94M | 0.01% | 976 |
|
|
2013
Q2 | $22.4M | Buy |
+373,402
| New | +$22.4M | 0.01% | 1114 |
|