Smith & Howard Wealth Management’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 | $579K | Hold |
1,998
| – | – | 0.15% | 44 |
|
|
2025
Q1 | $490K | Hold |
1,998
| – | – | 0.13% | 48 |
|
|
2024
Q4 | $479K | Sell |
1,998
-25
| -1% | -$5.99K | 0.14% | 50 |
|
|
2024
Q3 | $427K | Hold |
2,023
| – | – | 0.12% | 55 |
|
|
2024
Q2 | $409K | Buy |
2,023
+186
| +10% | +$37.6K | 0.12% | 53 |
|
|
2024
Q1 | $368K | Sell |
1,837
-40
| -2% | -$8.01K | 0.11% | 58 |
|
|
2023
Q4 | $319K | Sell |
1,877
-14
| -0.7% | -$2.38K | 0.11% | 55 |
|
|
2023
Q3 | $274K | Buy |
1,891
+76
| +4% | +$11K | 0.1% | 59 |
|
|
2023
Q2 | $264K | Sell |
1,815
-54
| -3% | -$7.85K | 0.09% | 63 |
|
|
2023
Q1 | $244K | Sell |
1,869
-50
| -3% | -$6.52K | 0.08% | 63 |
|
|
2022
Q4 | $257K | Sell |
1,919
-125
| -6% | -$16.8K | 0.1% | 59 |
|
|
2022
Q3 | $214K | Buy |
+2,044
| New | +$214K | 0.09% | 62 |
|
|
2022
Q2 | – | Sell |
-1,818
| Closed | -$248K | – | 72 |
|
|
2022
Q1 | $248K | Sell |
1,818
-21
| -1% | -$2.87K | 0.1% | 58 |
|
|
2021
Q4 | $291K | Buy |
1,839
+70
| +4% | +$11.1K | 0.13% | 57 |
|
|
2021
Q3 | $290K | Buy |
+1,769
| New | +$290K | 0.14% | 58 |
|
|
2020
Q1 | – | Sell |
-1,619
| Closed | -$226K | – | 78 |
|
|
2019
Q4 | $226K | Buy |
+1,619
| New | +$226K | 0.08% | 80 |
|
|
2017
Q4 | – | Sell |
-2,160
| Closed | -$206K | – | 46 |
|
|
2017
Q3 | $206K | Buy |
+2,160
| New | +$206K | 0.1% | 42 |
|
|
2016
Q2 | – | Sell |
-3,846
| Closed | -$228K | – | 51 |
|
|
2016
Q1 | $228K | Buy |
3,846
+232
| +6% | +$13.8K | 0.09% | 54 |
|
|
2015
Q4 | $239K | Buy |
3,614
+48
| +1% | +$3.17K | 0.12% | 52 |
|
|
2015
Q3 | $217K | Hold |
3,566
| – | – | 0.1% | 49 |
|
|
2015
Q2 | $242K | Hold |
3,566
| – | – | 0.11% | 70 |
|
|
2015
Q1 | $216K | Buy |
+3,566
| New | +$216K | 0.09% | 78 |
|
|
2014
Q1 | – | Sell |
-1,400
| Closed | -$82K | – | 137 |
|
|
2013
Q4 | $82K | Sell |
1,400
-625
| -31% | -$36.6K | 0.05% | 93 |
|
|
2013
Q3 | $105K | Sell |
2,025
-319
| -14% | -$16.5K | 0.06% | 64 |
|
|
2013
Q2 | $124K | Buy |
+2,344
| New | +$124K | 0.08% | 46 |
|