SSW
Smith Shellnut Wilson’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Sell |
1,955
-92
| -4% | -$26.7K | 0.25% | 63 |
|
|
2025
Q1 | $502K | Buy |
2,047
+36
| +2% | +$8.83K | 0.23% | 75 |
|
|
2024
Q4 | $482K | Buy |
2,011
+179
| +10% | +$42.9K | 0.21% | 79 |
|
|
2024
Q3 | $386K | Hold |
1,832
| – | – | 0.17% | 89 |
|
|
2024
Q2 | $371K | Hold |
1,832
| – | – | 0.18% | 86 |
|
|
2024
Q1 | $367K | Hold |
1,832
| – | – | 0.19% | 87 |
|
|
2023
Q4 | $312K | Hold |
1,832
| – | – | 0.18% | 93 |
|
|
2023
Q3 | $266K | Hold |
1,832
| – | – | 0.16% | 107 |
|
|
2023
Q2 | $266K | Sell |
1,832
-275
| -13% | -$40K | 0.15% | 111 |
|
|
2023
Q1 | $275K | Sell |
2,107
-166
| -7% | -$21.6K | 0.17% | 103 |
|
|
2022
Q4 | $305K | Hold |
2,273
| – | – | 0.19% | 96 |
|
|
2022
Q3 | $238K | Hold |
2,273
| – | – | 0.16% | 107 |
|
|
2022
Q2 | $256K | Hold |
2,273
| – | – | 0.16% | 108 |
|
|
2022
Q1 | $310K | Sell |
2,273
-36
| -2% | -$4.91K | 0.16% | 111 |
|
|
2021
Q4 | $366K | Sell |
2,309
-156
| -6% | -$24.7K | 0.18% | 104 |
|
|
2021
Q3 | $403K | Buy |
2,465
+600
| +32% | +$98.1K | 0.23% | 81 |
|
|
2021
Q2 | $290K | Hold |
1,865
| – | – | 0.17% | 106 |
|
|
2021
Q1 | $284K | Buy |
1,865
+275
| +17% | +$41.9K | 0.17% | 104 |
|
|
2020
Q4 | $202K | Sell |
1,590
-2,246
| -59% | -$285K | 0.12% | 127 |
|
|
2020
Q3 | $369 | Sell |
3,836
-231
| -6% | -$22 | 0.14% | 85 |
|
|
2020
Q2 | $383K | Sell |
4,067
-15
| -0.4% | -$1.41K | 0.27% | 69 |
|
|
2020
Q1 | $368K | Hold |
4,082
| – | – | 0.31% | 58 |
|
|
2019
Q4 | $569K | Buy |
+4,082
| New | +$569K | 0.38% | 53 |
|