JPMorgan Chase & Co’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
74,200
-15,862
| -18% | -$536K | ﹤0.01% | 3192 |
|
|
2025
Q1 | $2.8M | Buy |
90,062
+14,535
| +19% | +$452K | ﹤0.01% | 3042 |
|
|
2024
Q4 | $2.34M | Buy |
75,527
+42,771
| +131% | +$1.33M | ﹤0.01% | 3290 |
|
|
2024
Q3 | $955K | Sell |
32,756
-3,393
| -9% | -$98.9K | ﹤0.01% | 3672 |
|
|
2024
Q2 | $856K | Sell |
36,149
-30,600
| -46% | -$724K | ﹤0.01% | 3582 |
|
|
2024
Q1 | $1.41M | Buy |
66,749
+9,834
| +17% | +$207K | ﹤0.01% | 3361 |
|
|
2023
Q4 | $1.39M | Buy |
56,915
+15,351
| +37% | +$376K | ﹤0.01% | 3345 |
|
|
2023
Q3 | $888K | Sell |
41,564
-7,733
| -16% | -$165K | ﹤0.01% | 3454 |
|
|
2023
Q2 | $1.06M | Sell |
49,297
-101,721
| -67% | -$2.19M | ﹤0.01% | 3398 |
|
|
2023
Q1 | $3.49M | Sell |
151,018
-44,540
| -23% | -$1.03M | ﹤0.01% | 2678 |
|
|
2022
Q4 | $5.38M | Buy |
195,558
+31,829
| +19% | +$875K | ﹤0.01% | 2328 |
|
|
2022
Q3 | $4.05M | Buy |
163,729
+56,246
| +52% | +$1.39M | ﹤0.01% | 2471 |
|
|
2022
Q2 | $2.6M | Buy |
107,483
+38,993
| +57% | +$942K | ﹤0.01% | 2838 |
|
|
2022
Q1 | $1.75M | Sell |
68,490
-12,912
| -16% | -$330K | ﹤0.01% | 3260 |
|
|
2021
Q4 | $2.23M | Buy |
81,402
+6,304
| +8% | +$173K | ﹤0.01% | 3164 |
|
|
2021
Q3 | $1.94M | Sell |
75,098
-26,907
| -26% | -$695K | ﹤0.01% | 3202 |
|
|
2021
Q2 | $2.45M | Buy |
102,005
+46,155
| +83% | +$1.11M | ﹤0.01% | 3103 |
|
|
2021
Q1 | $1.21M | Buy |
55,850
+13,049
| +30% | +$282K | ﹤0.01% | 3548 |
|
|
2020
Q4 | $777K | Buy |
42,801
+28,773
| +205% | +$522K | ﹤0.01% | 3507 |
|
|
2020
Q3 | $191K | Buy |
14,028
+1,353
| +11% | +$18.4K | ﹤0.01% | 3755 |
|
|
2020
Q2 | $205K | Sell |
12,675
-19,384
| -60% | -$314K | ﹤0.01% | 3656 |
|
|
2020
Q1 | $488K | Buy |
32,059
+15,917
| +99% | +$242K | ﹤0.01% | 3298 |
|
|
2019
Q4 | $382K | Sell |
16,142
-3,794
| -19% | -$89.8K | ﹤0.01% | 3544 |
|
|
2019
Q3 | $415K | Buy |
19,936
+11,665
| +141% | +$243K | ﹤0.01% | 3417 |
|
|
2019
Q2 | $177K | Buy |
8,271
+5,462
| +194% | +$117K | ﹤0.01% | 3806 |
|
|
2019
Q1 | $53K | Sell |
2,809
-94
| -3% | -$1.77K | ﹤0.01% | 4213 |
|
|
2018
Q4 | $53K | Buy |
2,903
+271
| +10% | +$4.95K | ﹤0.01% | 4244 |
|
|
2018
Q3 | $62K | Sell |
2,632
-1,742
| -40% | -$41K | ﹤0.01% | 4282 |
|
|
2018
Q2 | $112K | Buy |
4,374
+2,831
| +183% | +$72.5K | ﹤0.01% | 4042 |
|
|
2018
Q1 | $36K | Sell |
1,543
-3
| -0.2% | -$70 | ﹤0.01% | 4254 |
|
|
2017
Q4 | $34K | Buy |
+1,546
| New | +$34K | ﹤0.01% | 4252 |
|
|
2017
Q3 | – | Sell |
-277
| Closed | -$7K | – | 4409 |
|
|
2017
Q2 | $7K | Buy |
+277
| New | +$7K | ﹤0.01% | 4100 |
|