STA
Smith Thornton Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
4,910
+13
| +0.3% | +$3.77K | 0.82% | 37 |
|
|
2025
Q1 | $1.2M | Buy |
4,897
+22
| +0.5% | +$5.4K | 0.75% | 42 |
|
|
2024
Q4 | $1.17M | Buy |
4,875
+1,164
| +31% | +$279K | 0.74% | 50 |
|
|
2024
Q3 | $783K | Buy |
3,711
+775
| +26% | +$163K | 0.51% | 61 |
|
|
2024
Q2 | $594K | Buy |
+2,936
| New | +$594K | 0.44% | 67 |
|