Smith Anglin Financial’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
Q2 | $1.01M | Sell |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $799K | Buy |
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|
2024
Q3 | $702K | Buy |
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|
2024
Q2 | $609K | Sell |
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|
2024
Q1 | $615K | Buy |
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|
2023
Q4 | $456K | Sell |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $265K | Buy |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $284K | Sell |
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|
2021
Q2 | $276K | Sell |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $224K | Buy |
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