Smart Portfolios LLC’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 | $1.46M | Sell |
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|
2025
Q2 | $1.43M | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $965K | Buy |
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|
2023
Q4 | $830K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $39K | Sell |
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|
2018
Q4 | $49K | Buy |
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|
2018
Q3 | $43K | Hold |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $42K | Buy |
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