Smith Salley 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 | $49.1M | Buy |
169,365
+3,911
| +2% | +$1.13M | 2.84% | 6 |
|
|
2025
Q1 | $40.6M | Sell |
165,454
-22,863
| -12% | -$5.61M | 2.66% | 7 |
|
|
2024
Q4 | $45.1M | Buy |
188,317
+1,417
| +0.8% | +$340K | 2.9% | 7 |
|
|
2024
Q3 | $39.4M | Buy |
186,900
+4,633
| +3% | +$977K | 2.58% | 7 |
|
|
2024
Q2 | $36.9M | Buy |
182,267
+7,563
| +4% | +$1.53M | 2.65% | 8 |
|
|
2024
Q1 | $35M | Sell |
174,704
-47,538
| -21% | -$9.52M | 2.72% | 6 |
|
|
2023
Q4 | $37.8M | Buy |
222,242
+1,114
| +0.5% | +$189K | 2.44% | 6 |
|
|
2023
Q3 | $32.1M | Buy |
221,128
+6,246
| +3% | +$906K | 2.38% | 6 |
|
|
2023
Q2 | $31.3M | Buy |
214,882
+875
| +0.4% | +$127K | 2.31% | 7 |
|
|
2023
Q1 | $27.9M | Buy |
214,007
+6,121
| +3% | +$798K | 2.22% | 6 |
|
|
2022
Q4 | $27.9M | Buy |
207,886
+494
| +0.2% | +$66.2K | 2.38% | 6 |
|
|
2022
Q3 | $21.7M | Sell |
207,392
-1,144
| -0.5% | -$120K | 2.02% | 10 |
|
|
2022
Q2 | $23.5M | Buy |
208,536
+10,361
| +5% | +$1.17M | 2.03% | 9 |
|
|
2022
Q1 | $27M | Buy |
198,175
+1,776
| +0.9% | +$242K | 2.04% | 7 |
|
|
2021
Q4 | $31.1M | Sell |
196,399
-1,389
| -0.7% | -$220K | 2.2% | 7 |
|
|
2021
Q3 | $32.4M | Buy |
197,788
+3,110
| +2% | +$509K | 2.55% | 6 |
|
|
2021
Q2 | $30.3M | Buy |
194,678
+2,540
| +1% | +$395K | 2.45% | 5 |
|
|
2021
Q1 | $29.2M | Buy |
192,138
+5,769
| +3% | +$878K | 2.63% | 4 |
|
|
2020
Q4 | $23.7M | Buy |
186,369
+5,903
| +3% | +$750K | 2.4% | 5 |
|
|
2020
Q3 | $17.4M | Buy |
180,466
+614
| +0.3% | +$59.1K | 2.1% | 9 |
|
|
2020
Q2 | $16.9M | Buy |
179,852
+6,920
| +4% | +$651K | 2.26% | 8 |
|
|
2020
Q1 | $15.6M | Buy |
172,932
+371
| +0.2% | +$33.4K | 2.59% | 6 |
|
|
2019
Q4 | $24.1M | Sell |
172,561
-277
| -0.2% | -$38.6K | 3.17% | 3 |
|
|
2019
Q3 | $20.3M | Buy |
172,838
+7,255
| +4% | +$854K | 2.89% | 3 |
|
|
2019
Q2 | $18.5M | Buy |
165,583
+2,968
| +2% | +$332K | 2.79% | 4 |
|
|
2019
Q1 | $16.5M | Buy |
162,615
+7,485
| +5% | +$758K | 2.65% | 5 |
|
|
2018
Q4 | $15.1M | Buy |
155,130
+3,237
| +2% | +$316K | 2.79% | 5 |
|
|
2018
Q3 | $17.1M | Buy |
151,893
+1,171
| +0.8% | +$132K | 2.7% | 4 |
|
|
2018
Q2 | $15.7M | Buy |
150,722
+3,795
| +3% | +$395K | 2.69% | 3 |
|
|
2018
Q1 | $16.2M | Buy |
146,927
+11,359
| +8% | +$1.25M | 2.9% | 3 |
|
|
2017
Q4 | $14.5M | Buy |
135,568
+2,041
| +2% | +$218K | 2.6% | 4 |
|
|
2017
Q3 | $12.8M | Buy |
133,527
+3,142
| +2% | +$300K | 2.44% | 5 |
|
|
2017
Q2 | $11.9M | Buy |
130,385
+1,618
| +1% | +$148K | 2.4% | 4 |
|
|
2017
Q1 | $11.3M | Sell |
128,767
-1,120
| -0.9% | -$98.4K | 2.32% | 4 |
|
|
2016
Q4 | $11.2M | Buy |
129,887
+4,369
| +3% | +$377K | 2.33% | 4 |
|
|
2016
Q3 | $8.36M | Buy |
125,518
+6,895
| +6% | +$459K | 1.85% | 12 |
|
|
2016
Q2 | $7.37M | Buy |
118,623
+9,302
| +9% | +$578K | 1.72% | 17 |
|
|
2016
Q1 | $6.47M | Buy |
109,321
+6,116
| +6% | +$362K | 1.62% | 17 |
|
|
2015
Q4 | $6.82M | Buy |
103,205
+1,478
| +1% | +$97.6K | 1.7% | 12 |
|
|
2015
Q3 | $6.2M | Buy |
101,727
+4,565
| +5% | +$278K | 1.67% | 15 |
|
|
2015
Q2 | $6.58M | Buy |
97,162
+4,431
| +5% | +$300K | 1.68% | 15 |
|
|
2015
Q1 | $5.62M | Sell |
92,731
-25,632
| -22% | -$1.55M | 1.43% | 20 |
|
|
2014
Q4 | $7.41M | Buy |
118,363
+10,031
| +9% | +$628K | 1.92% | 10 |
|
|
2014
Q3 | $6.53M | Buy |
108,332
+11,623
| +12% | +$700K | 1.73% | 11 |
|
|
2014
Q2 | $5.57M | Buy |
96,709
+26,666
| +38% | +$1.54M | 1.49% | 11 |
|
|
2014
Q1 | $4.25M | Buy |
70,043
+2,332
| +3% | +$142K | 2.66% | 5 |
|
|
2013
Q4 | $3.96M | Buy |
67,711
+393
| +0.6% | +$23K | 2.58% | 6 |
|
|
2013
Q3 | $3.48M | Buy |
67,318
+1,217
| +2% | +$62.9K | 2.8% | 6 |
|
|
2013
Q2 | $3.49M | Buy |
+66,101
| New | +$3.49M | 2.81% | 3 |
|