SMART Wealth’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 | $2.37M | Buy |
8,173
+2
| +0% | +$580 | 0.74% | 46 |
|
|
2025
Q1 | $2M | Sell |
8,171
-395
| -5% | -$96.9K | 0.72% | 43 |
|
|
2024
Q4 | $2.05M | Buy |
8,566
+4,628
| +118% | +$1.11M | 0.73% | 41 |
|
|
2024
Q3 | $830K | Buy |
3,938
+2,486
| +171% | +$524K | 0.33% | 68 |
|
|
2024
Q2 | $294K | Buy |
1,452
+261
| +22% | +$52.8K | 0.12% | 98 |
|
|
2024
Q1 | $239K | Hold |
1,191
| – | – | 0.11% | 98 |
|
|
2023
Q4 | $203K | Buy |
+1,191
| New | +$203K | 0.11% | 79 |
|