SMH
Sanders Morris Harris’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
11,089
-8,895
| -45% | -$2.58M | 0.77% | 17 |
|
|
2025
Q1 | $4.89M | Hold |
19,984
| – | – | 0.75% | 20 |
|
|
2024
Q4 | $4.81M | Sell |
19,984
-510
| -2% | -$123K | 0.72% | 25 |
|
|
2024
Q3 | $4.32M | Hold |
20,494
| – | – | 0.72% | 23 |
|
|
2024
Q2 | $4.15M | Hold |
20,494
| – | – | 0.68% | 31 |
|
|
2024
Q1 | $4.1M | Buy |
20,494
+11,633
| +131% | +$2.33M | 0.75% | 24 |
|
|
2023
Q4 | $1.52M | Sell |
8,861
-12,144
| -58% | -$2.08M | 0.75% | 32 |
|
|
2023
Q3 | $3.03M | Buy |
21,005
+660
| +3% | +$95.3K | 0.62% | 27 |
|
|
2023
Q2 | $2.97M | Buy |
20,345
+7,437
| +58% | +$1.08M | 0.66% | 21 |
|
|
2023
Q1 | $1.68M | Sell |
12,908
-7,254
| -36% | -$945K | 0.59% | 19 |
|
|
2022
Q4 | $2.7M | Buy |
20,162
+500
| +3% | +$67.1K | 1.02% | 16 |
|
|
2022
Q3 | $2.08M | Sell |
19,662
-32,997
| -63% | -$3.49M | 0.51% | 30 |
|
|
2022
Q2 | $5.99M | Sell |
52,659
-4,298
| -8% | -$489K | 1.31% | 17 |
|
|
2022
Q1 | $7.77M | Buy |
56,957
+2,857
| +5% | +$389K | 1.51% | 14 |
|
|
2021
Q4 | $8.69M | Buy |
54,100
+29,438
| +119% | +$4.73M | 1.5% | 15 |
|
|
2021
Q3 | $4.08M | Hold |
24,662
| – | – | 0.74% | 27 |
|
|
2021
Q2 | $3.82M | Buy |
24,662
+17,408
| +240% | +$2.7M | 0.74% | 23 |
|
|
2021
Q1 | $1.12M | Sell |
7,254
-22,008
| -75% | -$3.41M | 0.24% | 78 |
|
|
2020
Q4 | $3.82M | Sell |
29,262
-12,249
| -30% | -$1.6M | 0.87% | 26 |
|
|
2020
Q3 | $4.03M | Buy |
+41,511
| New | +$4.03M | 1.09% | 17 |
|
|
2020
Q2 | – | Sell |
-15,087
| Closed | -$24K | – | 152 |
|
|
2020
Q1 | $24K | Sell |
15,087
-89,702
| -86% | -$143K | 0.02% | 120 |
|
|
2019
Q4 | $14.3M | Sell |
104,789
-475
| -0.5% | -$64.8K | 3.25% | 5 |
|
|
2019
Q3 | $12M | Hold |
105,264
| – | – | 2.91% | 6 |
|
|
2019
Q2 | $11.9M | Buy |
105,264
+92,834
| +747% | +$10.5M | 3.09% | 6 |
|
|
2019
Q1 | $1.26M | Hold |
12,430
| – | – | 0.61% | 34 |
|
|
2018
Q4 | $1.21M | Buy |
12,430
+34
| +0.3% | +$3.32K | 0.67% | 30 |
|
|
2018
Q3 | $1.4M | Sell |
12,396
-1,090
| -8% | -$123K | 0.66% | 34 |
|
|
2018
Q2 | $1.4M | Hold |
13,486
| – | – | 0.65% | 33 |
|
|
2018
Q1 | $1.48M | Buy |
13,486
+540
| +4% | +$59.4K | 0.62% | 31 |
|
|
2017
Q4 | $1.39M | Hold |
12,946
| – | – | 0.59% | 31 |
|
|
2017
Q3 | $1.24M | Hold |
12,946
| – | – | 0.53% | 44 |
|
|
2017
Q2 | $1.18M | Hold |
12,946
| – | – | 0.48% | 35 |
|
|
2017
Q1 | $1.14M | Buy |
12,946
+1,400
| +12% | +$123K | 0.42% | 51 |
|
|
2016
Q4 | $996K | Sell |
11,546
-1,477
| -11% | -$127K | 0.46% | 37 |
|
|
2016
Q3 | $868K | Sell |
13,023
-5,398
| -29% | -$360K | 0.26% | 59 |
|
|
2016
Q2 | $1.15M | Sell |
18,421
-19,642
| -52% | -$1.22M | 0.27% | 84 |
|
|
2016
Q1 | $2.26M | Buy |
+38,063
| New | +$2.26M | 0.39% | 55 |
|