Smith Anglin Financial’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 | $1.01M | Sell |
3,485
-603
| -15% | -$175K | 0.09% | 84 |
|
|
2025
Q1 | $1M | Buy |
4,088
+755
| +23% | +$185K | 0.11% | 77 |
|
|
2024
Q4 | $799K | Buy |
3,333
+2
| +0.1% | +$479 | 0.08% | 91 |
|
|
2024
Q3 | $702K | Buy |
3,331
+322
| +11% | +$67.9K | 0.07% | 95 |
|
|
2024
Q2 | $609K | Sell |
3,009
-61
| -2% | -$12.3K | 0.06% | 93 |
|
|
2024
Q1 | $615K | Buy |
3,070
+389
| +15% | +$77.9K | 0.06% | 100 |
|
|
2023
Q4 | $456K | Sell |
2,681
-21
| -0.8% | -$3.57K | 0.05% | 107 |
|
|
2023
Q3 | $392K | Buy |
2,702
+511
| +23% | +$74.1K | 0.05% | 111 |
|
|
2023
Q2 | $319K | Buy |
2,191
+14
| +0.6% | +$2.04K | 0.04% | 130 |
|
|
2023
Q1 | $284K | Buy |
2,177
+130
| +6% | +$16.9K | 0.04% | 127 |
|
|
2022
Q4 | $275K | Buy |
2,047
+91
| +5% | +$12.2K | 0.05% | 112 |
|
|
2022
Q3 | $204K | Buy |
1,956
+165
| +9% | +$17.2K | 0.04% | 135 |
|
|
2022
Q2 | $202K | Sell |
1,791
-156
| -8% | -$17.6K | 0.06% | 127 |
|
|
2022
Q1 | $265K | Buy |
1,947
+202
| +12% | +$27.5K | 0.06% | 106 |
|
|
2021
Q4 | $276K | Buy |
1,745
+10
| +0.6% | +$1.58K | 0.05% | 125 |
|
|
2021
Q3 | $284K | Sell |
1,735
-37
| -2% | -$6.06K | 0.06% | 114 |
|
|
2021
Q2 | $276K | Sell |
1,772
-15
| -0.8% | -$2.34K | 0.05% | 117 |
|
|
2021
Q1 | $272K | Buy |
1,787
+26
| +1% | +$3.96K | 0.06% | 114 |
|
|
2020
Q4 | $224K | Buy |
+1,761
| New | +$224K | 0.04% | 124 |
|