Smith & Howard Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $469K | Sell |
1,593
-35
| -2% | -$10.6K | 0.1% | 51 |
|
|
2025
Q4 | $525K | Hold |
1,628
| – | – | 0.12% | 50 |
|
|
2025
Q3 | $513K | Sell |
1,628
-370
| -19% | -$110K | 0.12% | 51 |
|
|
2025
Q2 | $579K | Hold |
1,998
| – | – | 0.15% | 45 |
|
|
2025
Q1 | $490K | Hold |
1,998
| – | – | 0.13% | 49 |
|
|
2024
Q4 | $479K | Sell |
1,998
-25
| -1% | -$5.82K | 0.14% | 50 |
|
|
2024
Q3 | $427K | Hold |
2,023
| – | – | 0.12% | 56 |
|
|
2024
Q2 | $409K | Buy |
2,023
+186
| +10% | +$36.4K | 0.12% | 54 |
|
|
2024
Q1 | $368K | Sell |
1,837
-40
| -2% | -$7.22K | 0.11% | 59 |
|
|
2023
Q4 | $319K | Sell |
1,877
-14
| -0.7% | -$2.12K | 0.11% | 55 |
|
|
2023
Q3 | $274K | Buy |
1,891
+76
| +4% | +$11.4K | 0.1% | 61 |
|
|
2023
Q2 | $264K | Sell |
1,815
-54
| -3% | -$7.43K | 0.09% | 63 |
|
|
2023
Q1 | $244K | Sell |
1,869
-50
| -3% | -$6.85K | 0.08% | 64 |
|
|
2022
Q4 | $257K | Sell |
1,919
-125
| -6% | -$15.8K | 0.1% | 59 |
|
|
2022
Q3 | $214K | Buy |
+2,044
| New | +$235K | 0.09% | 62 |
|
|
2022
Q2 | – | Sell |
-1,818
| Closed | -$248K | – | 72 |
|
|
2022
Q1 | $248K | Sell |
1,818
-21
| -1% | -$3.1K | 0.1% | 58 |
|
|
2021
Q4 | $291K | Buy |
1,839
+70
| +4% | +$11.5K | 0.13% | 57 |
|
|
2021
Q3 | $290K | Buy |
+1,769
| New | +$277K | 0.14% | 58 |
|
|
2020
Q1 | – | Sell |
-1,619
| Closed | -$226K | – | 78 |
|
|
2019
Q4 | $226K | Buy |
+1,619
| New | +$208K | 0.08% | 80 |
|
|
2017
Q4 | – | Sell |
-2,160
| Closed | -$206K | – | 46 |
|
|
2017
Q3 | $206K | Buy |
+2,160
| New | +$199K | 0.1% | 42 |
|
|
2016
Q2 | – | Sell |
-3,846
| Closed | -$228K | – | 51 |
|
|
2016
Q1 | $228K | Buy |
3,846
+232
| +6% | +$13.5K | 0.09% | 54 |
|
|
2015
Q4 | $239K | Buy |
3,614
+48
| +1% | +$3.13K | 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 | +$211K | 0.09% | 78 |
|
|
2014
Q1 | – | Sell |
-1,400
| Closed | -$82K | – | 135 |
|
|
2013
Q4 | $82K | Sell |
1,400
-625
| -31% | -$34.2K | 0.05% | 93 |
|
|
2013
Q3 | $105K | Sell |
2,025
-319
| -14% | -$17.1K | 0.06% | 64 |
|
|
2013
Q2 | $124K | Buy |
+2,344
| New | +$119K | 0.08% | 46 |
|
Other funds holding JPM
VCM
VPM
Smith & Howard Wealth Management's JPM Position: Q1 2026 in Review
Smith & Howard Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, selling an estimated $10.6K and leaving 1,593 shares worth $469K. The position accounts for 0.1% of the portfolio, ranked #51.
Smith & Howard Wealth Management first reported a position in JPM in Q2 2013 and has held it in 28 quarters since. The position peaked at $579K in Q2 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Smith & Howard Wealth Management held 1,593 shares of JPMorgan Chase worth $469K as of Q1 2026.
- Smith & Howard Wealth Management sold 35 JPMorgan Chase shares in Q1 2026, an estimated $10.6K.
- JPMorgan Chase made up 0.1% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #51 holding.
- Smith & Howard Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 28 quarters since.
- Smith & Howard Wealth Management's JPMorgan Chase position peaked at $579K in Q2 2025.
- 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.