Smallwood Wealth Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $483K | Hold |
1,967
| – | – | 0.3% | 44 |
|
|
2024
Q4 | $472K | Hold |
1,967
| – | – | 0.32% | 41 |
|
|
2024
Q3 | $415K | Hold |
1,967
| – | – | 0.3% | 49 |
|
|
2024
Q2 | $398K | Hold |
1,967
| – | – | 0.31% | 47 |
|
|
2024
Q1 | $394K | Buy |
1,967
+200
| +11% | +$40.1K | 0.31% | 49 |
|
|
2023
Q4 | $301K | Buy |
1,767
+150
| +9% | +$25.5K | 0.25% | 54 |
|
|
2023
Q3 | $234K | Buy |
+1,617
| New | +$234K | 0.21% | 58 |
|
|
2023
Q1 | – | Sell |
-3,094
| Closed | -$415K | – | 65 |
|
|
2022
Q4 | $415K | Sell |
3,094
-358
| -10% | -$48K | 0.35% | 49 |
|
|
2022
Q3 | $361K | Buy |
3,452
+607
| +21% | +$63.5K | 0.32% | 51 |
|
|
2022
Q2 | $320K | Buy |
+2,845
| New | +$320K | 0.32% | 49 |
|