Sheets Smith Wealth Management’s JPMorgan Chase JPM Stock Holding History

Sheets Smith Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.68M	Sell	23,451 -38	-0.2%	-$11.8K	0.77%	26
2026 Q1	$6.91M	Buy	23,489 +2,418	+11%	+$734K	0.78%	29
2025 Q4	$6.79M	Sell	21,071 -916	-4%	-$284K	0.75%	31
2025 Q3	$6.94M	Sell	21,987 -326	-1%	-$97K	0.79%	30
2025 Q2	$6.47M	Sell	22,313 -75	-0.3%	-$19.1K	0.76%	31
2025 Q1	$5.49M	Sell	22,388 -359	-2%	-$91.5K	0.68%	38
2024 Q4	$5.45M	Sell	22,747 -104	-0.5%	-$24.2K	0.67%	38
2024 Q3	$4.82M	Sell	22,851 -272	-1%	-$57.3K	0.59%	45
2024 Q2	$4.68M	Sell	23,123 -227	-1%	-$44.4K	0.56%	44
2024 Q1	$4.68M	Buy	23,350 +138	+0.6%	+$24.9K	0.52%	46
2023 Q4	$3.95M	Sell	23,212 -622	-3%	-$94.3K	0.56%	47
2023 Q3	$3.46M	Buy	23,834 +85	+0.4%	+$12.7K	0.53%	50
2023 Q2	$3.45M	Sell	23,749 -6,060	-20%	-$833K	0.5%	52
2023 Q1	$3.88M	Sell	29,809 -765	-3%	-$105K	0.59%	45
2022 Q4	$4.1M	Buy	30,574 +78	+0.3%	+$9.88K	0.64%	42
2022 Q3	$3.19M	Buy	30,496 +4,037	+15%	+$463K	0.53%	50
2022 Q2	$2.98M	Sell	26,459 -3,520	-12%	-$436K	0.49%	53
2022 Q1	$4.09M	Buy	29,979 +74	+0.2%	+$10.9K	0.56%	48
2021 Q4	$4.74M	Buy	29,905 +147	+0.5%	+$24.1K	0.59%	45
2021 Q3	$4.87M	Buy	29,758 +318	+1%	+$49.9K	0.66%	42
2021 Q2	$4.58M	Buy	29,440 +349	+1%	+$54.8K	0.62%	43
2021 Q1	$4.43M	Buy	29,091 +236	+0.8%	+$34K	0.65%	42
2020 Q4	$3.67M	Buy	28,855 +1,754	+6%	+$196K	0.55%	45
2020 Q3	$2.61M	Buy	27,101 +979	+4%	+$96.1K	0.45%	62
2020 Q2	$2.46M	Sell	26,122 -6	-0%	-$569	0.49%	57
2020 Q1	$2.35M	Buy	26,128 +516	+2%	+$62.7K	0.49%	46
2019 Q4	$3.57M	Buy	25,612 +734	+3%	+$94.1K	0.68%	42
2019 Q3	$2.93M	Sell	24,878 -3,252	-12%	-$368K	0.6%	45
2019 Q2	$3.15M	Sell	28,130 -353	-1%	-$38.9K	0.65%	40
2019 Q1	$2.88M	Buy	28,483 +1,989	+8%	+$205K	0.62%	41
2018 Q4	$2.59M	Buy	26,494 +2,753	+12%	+$293K	0.7%	39
2018 Q3	$2.68M	Buy	23,741 +4	+0%	+$454	0.55%	49
2018 Q2	$2.47M	Buy	23,737 +210	+0.9%	+$23K	0.58%	47
2018 Q1	$2.59M	Buy	23,527 +300	+1%	+$34K	0.62%	42
2017 Q4	$2.48M	Sell	23,227 -675	-3%	-$68.3K	0.59%	47
2017 Q3	$2.28M	Buy	23,902 +525	+2%	+$48.4K	0.58%	45
2017 Q2	$2.14M	Sell	23,377 -68	-0.3%	-$5.87K	0.56%	51
2017 Q1	$2.06M	Buy	23,445 +500	+2%	+$44.1K	0.55%	56
2016 Q4	$1.98M	Buy	22,945 +50	+0.2%	+$3.81K	0.56%	51
2016 Q3	$1.52M	Sell	22,895 -250	-1%	-$16.3K	0.43%	66
2016 Q2	$1.44M	Hold	23,145	–	–	0.42%	69
2016 Q1	$1.37M	Sell	23,145 -825	-3%	-$48.2K	0.42%	66
2015 Q4	$1.58M	Buy	23,970 +670	+3%	+$43.6K	0.48%	61
2015 Q3	$1.42M	Buy	23,300 +1,000	+4%	+$65.5K	0.48%	64
2015 Q2	$1.51M	Sell	22,300 -1,700	-7%	-$111K	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	+$1.22M	0.43%	64

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return