JPMorgan Chase & Co’s Smith-Midland SMID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Sell |
3,744
-12,705
| -77% | -$426K | ﹤0.01% | 4701 |
|
|
2025
Q1 | $511K | Sell |
16,449
-3,300
| -17% | -$103K | ﹤0.01% | 4004 |
|
|
2024
Q4 | $878K | Buy |
19,749
+16,798
| +569% | +$747K | ﹤0.01% | 3870 |
|
|
2024
Q3 | $98.5K | Buy |
2,951
+36
| +1% | +$1.2K | ﹤0.01% | 4731 |
|
|
2024
Q2 | $80.7K | Sell |
2,915
-1,647
| -36% | -$45.6K | ﹤0.01% | 4710 |
|
|
2024
Q1 | $214K | Sell |
4,562
-1,407
| -24% | -$66.1K | ﹤0.01% | 4420 |
|
|
2023
Q4 | $236K | Buy |
5,969
+4,964
| +494% | +$196K | ﹤0.01% | 4356 |
|
|
2023
Q3 | $19K | Buy |
1,005
+5
| +0.5% | +$95 | ﹤0.01% | 5161 |
|
|
2023
Q2 | $23.8K | Hold |
1,000
| – | – | ﹤0.01% | 5010 |
|
|
2023
Q1 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 5148 |
|
|
2022
Q4 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 4966 |
|
|
2022
Q3 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 4853 |
|
|
2022
Q2 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 5122 |
|
|
2022
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 5284 |
|
|
2021
Q4 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 5100 |
|
|
2021
Q3 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 5191 |
|
|
2021
Q2 | $24K | Buy |
+1,000
| New | +$24K | ﹤0.01% | 5092 |
|