A detailed history of Smart Portfolios, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Smart Portfolios, LLC holds 5,074 shares of JPM stock, worth $1.14 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
5,074
Previous 5,144 1.36%
Holding current value
$1.14 Million
Previous $1.04 Million 2.79%
% of portfolio
1.17%
Previous 1.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$194.9 - $224.8 $13,643 - $15,736
-70 Reduced 1.36%
5,074 $1.07 Million
Q2 2024

Jul 22, 2024

BUY
$180.08 - $204.79 $58,526 - $66,556
325 Added 6.74%
5,144 $1.04 Million
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $16,709 - $20,030
100 Added 2.12%
4,819 $965,000
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $640,321 - $803,645
4,719 New
4,719 $802,000
Q2 2019

Aug 15, 2019

SELL
$104.64 - $116.12 $40,286 - $44,706
-385 Closed
0 $0
Q1 2019

Apr 25, 2019

SELL
$97.11 - $107.19 $11,070 - $12,219
-114 Reduced 22.85%
385 $39,000
Q4 2018

Feb 11, 2019

BUY
$92.14 - $115.32 $10,503 - $13,146
114 Added 29.61%
499 $49,000
Q1 2018

May 01, 2018

BUY
$107.01 - $118.77 $41,198 - $45,726
385 New
385 $42,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $659B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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