Sheets Smith Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.94M | Sell |
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|
2025
Q2 | $6.47M | Sell |
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|
2025
Q1 | $5.49M | Sell |
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|
2024
Q4 | $5.45M | Sell |
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|
2024
Q3 | $4.82M | Sell |
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|
2024
Q2 | $4.68M | Sell |
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|
2024
Q1 | $4.68M | Buy |
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|
2023
Q4 | $3.95M | Sell |
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|
2023
Q3 | $3.46M | Buy |
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|
2023
Q2 | $3.45M | Sell |
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|
2023
Q1 | $3.88M | Sell |
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|
2022
Q4 | $4.1M | Buy |
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|
2022
Q3 | $3.19M | Buy |
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|
2022
Q2 | $2.98M | Sell |
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|
2022
Q1 | $4.09M | Buy |
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|
2021
Q4 | $4.74M | Buy |
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|
2021
Q3 | $4.87M | Buy |
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|
2021
Q2 | $4.58M | Buy |
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|
2021
Q1 | $4.43M | Buy |
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|
2020
Q4 | $3.67M | Buy |
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|
2020
Q3 | $2.61M | Buy |
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|
2020
Q2 | $2.46M | Sell |
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|
2020
Q1 | $2.35M | Buy |
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|
2019
Q4 | $3.57M | Buy |
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|
2019
Q3 | $2.93M | Sell |
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|
2019
Q2 | $3.15M | Sell |
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|
2019
Q1 | $2.88M | Buy |
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|
2018
Q4 | $2.59M | Buy |
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|
2018
Q3 | $2.68M | Buy |
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|
2018
Q2 | $2.47M | Buy |
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|
2018
Q1 | $2.59M | Buy |
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|
2017
Q4 | $2.48M | Sell |
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|
2017
Q3 | $2.28M | Buy |
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|
2017
Q2 | $2.14M | Sell |
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|
2017
Q1 | $2.06M | Buy |
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|
2016
Q4 | $1.98M | Buy |
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|
2016
Q3 | $1.52M | Sell |
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|
2016
Q2 | $1.44M | Hold |
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|
2016
Q1 | $1.37M | Sell |
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|
2015
Q4 | $1.58M | Buy |
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|
2015
Q3 | $1.42M | Buy |
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|
2015
Q2 | $1.51M | Sell |
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|
2015
Q1 | $1.45M | Hold |
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|
2014
Q4 | $1.5M | Hold |
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|
2014
Q3 | $1.45M | Hold |
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|
2014
Q2 | $1.38M | Hold |
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|
2014
Q1 | $1.46M | Hold |
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|
2013
Q4 | $1.4M | Hold |
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|
2013
Q3 | $1.24M | Hold |
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|
2013
Q2 | $1.27M | Buy |
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