A detailed history of Smith Group Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Smith Group Asset Management, LLC holds 109,040 shares of JPM stock, worth $27.1 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
109,040
Previous 106,786 2.11%
Holding current value
$27.1 Million
Previous $21.6 Billion 6.45%
% of portfolio
1.91%
Previous 1.92%

Shares

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

Oct 24, 2024

BUY
$194.9 - $224.8 $439,304 - $506,699
2,254 Added 2.11%
109,040 $23 Billion
Q2 2024

Jul 30, 2024

SELL
$180.08 - $204.79 $8.74 Million - $9.94 Million
-48,538 Reduced 31.25%
106,786 $21.6 Billion
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $1.82 Million - $2.18 Million
-10,888 Reduced 6.55%
155,324 $31.1 Billion
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $14.9 Million - $18.7 Million
-109,781 Reduced 39.78%
166,212 $28.3 Billion
Q1 2022

May 05, 2022

SELL
$128.3 - $168.44 $3.29 Million - $4.32 Million
-25,624 Reduced 8.5%
275,993 $37.6 Million
Q4 2021

Feb 02, 2022

SELL
$153.94 - $171.78 $934,261 - $1.04 Million
-6,069 Reduced 1.97%
301,617 $47.8 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $45.2 Million - $51.4 Million
307,686 New
307,686 $50.4 Million

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 $729B
  • 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
Track This Portfolio

Track Smith Group Asset Management, LLC Portfolio

Follow Smith Group Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith Group Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smith Group Asset Management, LLC with notifications on news.