Smart Portfolios LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
4,919
-25
| -0.5% | -$7.25K | 1.44% | 20 |
|
|
2025
Q1 | $1.21M | Sell |
4,944
-40
| -0.8% | -$9.81K | 1.32% | 24 |
|
|
2024
Q4 | $1.19M | Sell |
4,984
-90
| -2% | -$21.6K | 1.25% | 25 |
|
|
2024
Q3 | $1.07M | Sell |
5,074
-70
| -1% | -$14.8K | 1.09% | 27 |
|
|
2024
Q2 | $1.04M | Buy |
5,144
+325
| +7% | +$65.7K | 1.05% | 25 |
|
|
2024
Q1 | $965K | Buy |
4,819
+100
| +2% | +$20K | 1.02% | 25 |
|
|
2023
Q4 | $830K | Buy |
+4,719
| New | +$830K | 0.97% | 25 |
|
|
2019
Q2 | – | Sell |
-385
| Closed | -$39K | – | 128 |
|
|
2019
Q1 | $39K | Sell |
385
-114
| -23% | -$11.5K | 0.03% | 102 |
|
|
2018
Q4 | $49K | Buy |
499
+114
| +30% | +$11.2K | 0.04% | 85 |
|
|
2018
Q3 | $43K | Hold |
385
| – | – | 0.03% | 88 |
|
|
2018
Q2 | $40K | Hold |
385
| – | – | 0.03% | 88 |
|
|
2018
Q1 | $42K | Buy |
+385
| New | +$42K | 0.03% | 82 |
|