SSWM
Sheets Smith Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.47M | Sell |
22,313
-75
| -0.3% | -$21.7K | 0.76% | 31 |
|
|
2025
Q1 | $5.49M | Sell |
22,388
-359
| -2% | -$88.1K | 0.68% | 38 |
|
|
2024
Q4 | $5.45M | Sell |
22,747
-104
| -0.5% | -$24.9K | 0.67% | 38 |
|
|
2024
Q3 | $4.82M | Sell |
22,851
-272
| -1% | -$57.4K | 0.59% | 45 |
|
|
2024
Q2 | $4.68M | Sell |
23,123
-227
| -1% | -$45.9K | 0.56% | 44 |
|
|
2024
Q1 | $4.68M | Buy |
23,350
+138
| +0.6% | +$27.6K | 0.52% | 46 |
|
|
2023
Q4 | $3.95M | Sell |
23,212
-622
| -3% | -$106K | 0.56% | 47 |
|
|
2023
Q3 | $3.46M | Buy |
23,834
+85
| +0.4% | +$12.3K | 0.53% | 50 |
|
|
2023
Q2 | $3.45M | Sell |
23,749
-6,060
| -20% | -$881K | 0.5% | 52 |
|
|
2023
Q1 | $3.88M | Sell |
29,809
-765
| -3% | -$99.7K | 0.59% | 45 |
|
|
2022
Q4 | $4.1M | Buy |
30,574
+78
| +0.3% | +$10.5K | 0.64% | 42 |
|
|
2022
Q3 | $3.19M | Buy |
30,496
+4,037
| +15% | +$422K | 0.53% | 50 |
|
|
2022
Q2 | $2.98M | Sell |
26,459
-3,520
| -12% | -$396K | 0.49% | 53 |
|
|
2022
Q1 | $4.09M | Buy |
29,979
+74
| +0.2% | +$10.1K | 0.56% | 48 |
|
|
2021
Q4 | $4.74M | Buy |
29,905
+147
| +0.5% | +$23.3K | 0.59% | 45 |
|
|
2021
Q3 | $4.87M | Buy |
29,758
+318
| +1% | +$52.1K | 0.66% | 42 |
|
|
2021
Q2 | $4.58M | Buy |
29,440
+349
| +1% | +$54.3K | 0.62% | 43 |
|
|
2021
Q1 | $4.43M | Buy |
29,091
+236
| +0.8% | +$35.9K | 0.65% | 42 |
|
|
2020
Q4 | $3.67M | Buy |
28,855
+1,754
| +6% | +$223K | 0.55% | 45 |
|
|
2020
Q3 | $2.61M | Buy |
27,101
+979
| +4% | +$94.2K | 0.45% | 62 |
|
|
2020
Q2 | $2.46M | Sell |
26,122
-6
| -0% | -$564 | 0.49% | 57 |
|
|
2020
Q1 | $2.35M | Buy |
26,128
+516
| +2% | +$46.4K | 0.49% | 46 |
|
|
2019
Q4 | $3.57M | Buy |
25,612
+734
| +3% | +$102K | 0.68% | 42 |
|
|
2019
Q3 | $2.93M | Sell |
24,878
-3,252
| -12% | -$383K | 0.6% | 45 |
|
|
2019
Q2 | $3.15M | Sell |
28,130
-353
| -1% | -$39.5K | 0.65% | 40 |
|
|
2019
Q1 | $2.88M | Buy |
28,483
+1,989
| +8% | +$201K | 0.62% | 41 |
|
|
2018
Q4 | $2.59M | Buy |
26,494
+2,753
| +12% | +$269K | 0.7% | 39 |
|
|
2018
Q3 | $2.68M | Buy |
23,741
+4
| +0% | +$451 | 0.55% | 49 |
|
|
2018
Q2 | $2.47M | Buy |
23,737
+210
| +0.9% | +$21.9K | 0.58% | 47 |
|
|
2018
Q1 | $2.59M | Buy |
23,527
+300
| +1% | +$33K | 0.62% | 42 |
|
|
2017
Q4 | $2.48M | Sell |
23,227
-675
| -3% | -$72.2K | 0.59% | 47 |
|
|
2017
Q3 | $2.28M | Buy |
23,902
+525
| +2% | +$50.1K | 0.58% | 45 |
|
|
2017
Q2 | $2.14M | Sell |
23,377
-68
| -0.3% | -$6.22K | 0.56% | 51 |
|
|
2017
Q1 | $2.06M | Buy |
23,445
+500
| +2% | +$43.9K | 0.55% | 56 |
|
|
2016
Q4 | $1.98M | Buy |
22,945
+50
| +0.2% | +$4.32K | 0.56% | 51 |
|
|
2016
Q3 | $1.53M | Sell |
22,895
-250
| -1% | -$16.7K | 0.43% | 66 |
|
|
2016
Q2 | $1.44M | Hold |
23,145
| – | – | 0.42% | 69 |
|
|
2016
Q1 | $1.37M | Sell |
23,145
-825
| -3% | -$48.9K | 0.42% | 66 |
|
|
2015
Q4 | $1.58M | Buy |
23,970
+670
| +3% | +$44.2K | 0.48% | 61 |
|
|
2015
Q3 | $1.42M | Buy |
23,300
+1,000
| +4% | +$61K | 0.48% | 64 |
|
|
2015
Q2 | $1.51M | Sell |
22,300
-1,700
| -7% | -$115K | 0.41% | 72 |
|
|
2015
Q1 | $1.45M | Hold |
24,000
| – | – | 0.4% | 75 |
|
|
2014
Q4 | $1.5M | Hold |
24,000
| – | – | 0.39% | 76 |
|
|
2014
Q3 | $1.45M | Hold |
24,000
| – | – | 0.39% | 78 |
|
|
2014
Q2 | $1.38M | Hold |
24,000
| – | – | 0.37% | 76 |
|
|
2014
Q1 | $1.46M | Hold |
24,000
| – | – | 0.41% | 64 |
|
|
2013
Q4 | $1.4M | Hold |
24,000
| – | – | 0.39% | 64 |
|
|
2013
Q3 | $1.24M | Hold |
24,000
| – | – | 0.4% | 68 |
|
|
2013
Q2 | $1.27M | Buy |
+24,000
| New | +$1.27M | 0.43% | 64 |
|