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	3,485 -603	-15%	-$154K	0.09%	84
2025 Q1	$1M	Buy	4,088 +755	+23%	+$192K	0.11%	77
2024 Q4	$799K	Buy	3,333 +2	+0.1%	+$466	0.08%	91
2024 Q3	$702K	Buy	3,331 +322	+11%	+$67.8K	0.07%	95
2024 Q2	$609K	Sell	3,009 -61	-2%	-$11.9K	0.06%	93
2024 Q1	$615K	Buy	3,070 +389	+15%	+$70.2K	0.06%	100
2023 Q4	$456K	Sell	2,681 -21	-0.8%	-$3.18K	0.05%	107
2023 Q3	$392K	Buy	2,702 +511	+23%	+$76.6K	0.05%	111
2023 Q2	$319K	Buy	2,191 +14	+0.6%	+$1.93K	0.04%	130
2023 Q1	$284K	Buy	2,177 +130	+6%	+$17.8K	0.04%	127
2022 Q4	$275K	Buy	2,047 +91	+5%	+$11.5K	0.05%	112
2022 Q3	$204K	Buy	1,956 +165	+9%	+$18.9K	0.04%	135
2022 Q2	$202K	Sell	1,791 -156	-8%	-$19.3K	0.06%	127
2022 Q1	$265K	Buy	1,947 +202	+12%	+$29.8K	0.06%	106
2021 Q4	$276K	Buy	1,745 +10	+0.6%	+$1.64K	0.05%	125
2021 Q3	$284K	Sell	1,735 -37	-2%	-$5.8K	0.06%	114
2021 Q2	$276K	Sell	1,772 -15	-0.8%	-$2.36K	0.05%	117
2021 Q1	$272K	Buy	1,787 +26	+1%	+$3.74K	0.06%	114
2020 Q4	$224K	Buy	+1,761	New	+$197K	0.04%	124