SAM
Smartleaf Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
37,459
-2,670
| -7% | -$767K | 0.95% | 15 |
|
|
2025
Q1 | $9.75M | Buy |
40,129
+1,392
| +4% | +$338K | 0.94% | 12 |
|
|
2024
Q4 | $9.27M | Buy |
38,737
+8,327
| +27% | +$1.99M | 0.95% | 11 |
|
|
2024
Q3 | $6.4M | Buy |
30,410
+8,654
| +40% | +$1.82M | 0.78% | 19 |
|
|
2024
Q2 | $4.33M | Buy |
21,756
+4,823
| +28% | +$961K | 0.71% | 24 |
|
|
2024
Q1 | $3.38M | Buy |
16,933
+4,071
| +32% | +$812K | 0.65% | 32 |
|
|
2023
Q4 | $2.18M | Buy |
+12,862
| New | +$2.18M | 0.58% | 38 |
|