Leelyn Smith’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Sell |
22,982
-621
| -3% | -$180K | 1.09% | 17 |
|
|
2025
Q1 | $5.79M | Sell |
23,603
-676
| -3% | -$166K | 1.03% | 21 |
|
|
2024
Q4 | $5.82M | Sell |
24,279
-666
| -3% | -$160K | 1.04% | 21 |
|
|
2024
Q3 | $5.26M | Sell |
24,945
-75
| -0.3% | -$15.8K | 0.95% | 23 |
|
|
2024
Q2 | $5.06M | Buy |
25,020
+34
| +0.1% | +$6.88K | 0.98% | 24 |
|
|
2024
Q1 | $5M | Sell |
24,986
-159
| -0.6% | -$31.8K | 1% | 23 |
|
|
2023
Q4 | $4.28M | Buy |
25,145
+2,693
| +12% | +$458K | 0.94% | 25 |
|
|
2023
Q3 | $3.26M | Buy |
22,452
+369
| +2% | +$53.5K | 0.79% | 32 |
|
|
2023
Q2 | $3.21M | Buy |
+22,083
| New | +$3.21M | 0.78% | 32 |
|
|
2023
Q1 | – | Sell |
-859
| Closed | -$115K | – | 279 |
|
|
2022
Q4 | $115K | Buy |
859
+260
| +43% | +$34.8K | 0.03% | 128 |
|
|
2022
Q3 | $63K | Sell |
599
-690
| -54% | -$72.6K | 0.02% | 136 |
|
|
2022
Q2 | $145K | Hold |
1,289
| – | – | 0.04% | 138 |
|
|
2022
Q1 | $176K | Hold |
1,289
| – | – | 0.05% | 121 |
|
|
2021
Q4 | $204K | Sell |
1,289
-25
| -2% | -$3.96K | 0.05% | 115 |
|
|
2021
Q3 | $215K | Buy |
1,314
+85
| +7% | +$13.9K | 0.06% | 108 |
|
|
2021
Q2 | $191K | Sell |
1,229
-80
| -6% | -$12.4K | 0.06% | 117 |
|
|
2021
Q1 | $199K | Buy |
1,309
+11
| +0.8% | +$1.67K | 0.06% | 119 |
|
|
2020
Q4 | $165K | Sell |
1,298
-274
| -17% | -$34.8K | 0.05% | 124 |
|
|
2020
Q3 | $151K | Sell |
1,572
-1
| -0.1% | -$96 | 0.05% | 133 |
|
|
2020
Q2 | $148K | Hold |
1,573
| – | – | 0.06% | 129 |
|
|
2020
Q1 | $142K | Sell |
1,573
-20
| -1% | -$1.81K | 0.08% | 119 |
|
|
2019
Q4 | $218 | Buy |
+1,593
| New | +$218 | 0.11% | 107 |
|