A detailed history of Smith, Salley & Associates transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Smith, Salley & Associates holds 174,704 shares of JPM stock, worth $35.3 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
174,704
Previous 222,242 21.39%
Holding current value
$35.3 Million
Previous $37.8 Million 7.43%
% of portfolio
2.8%
Previous 2.52%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$167.09 - $200.3 $7.94 Million - $9.52 Million
-47,538 Reduced 21.39%
174,704 $35 Million
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $151,158 - $189,714
1,114 Added 0.5%
222,242 $37.8 Million
Q3 2023

Oct 27, 2023

BUY
$143.21 - $158.0 $894,489 - $986,868
6,246 Added 2.91%
221,128 $32.1 Million
Q2 2023

Aug 04, 2023

BUY
$127.47 - $145.44 $111,536 - $127,260
875 Added 0.41%
214,882 $31.3 Million
Q1 2023

May 03, 2023

BUY
$124.91 - $143.8 $764,574 - $880,199
6,121 Added 2.94%
214,007 $27.9 Million
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $50,368 - $68,092
494 Added 0.24%
207,886 $27.9 Million
Q3 2022

Nov 01, 2022

SELL
$20.73 - $120.58 $23,715 - $137,943
-1,144 Reduced 0.55%
207,392 $21.7 Million
Q2 2022

Aug 01, 2022

BUY
$112.61 - $135.91 $1.17 Million - $1.41 Million
10,361 Added 5.23%
208,536 $23.5 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $227,860 - $299,149
1,776 Added 0.9%
198,175 $27 Million
Q4 2021

Feb 10, 2022

SELL
$153.94 - $171.78 $213,822 - $238,602
-1,389 Reduced 0.7%
196,399 $31.1 Million
Q3 2021

Nov 05, 2021

BUY
$146.97 - $166.98 $457,076 - $519,307
3,110 Added 1.6%
197,788 $32.4 Million
Q2 2021

Aug 09, 2021

BUY
$147.37 - $166.44 $374,319 - $422,757
2,540 Added 1.32%
194,678 $30.3 Million
Q1 2021

Apr 30, 2021

BUY
$125.65 - $157.65 $724,874 - $909,482
5,769 Added 3.1%
192,138 $29.2 Million
Q4 2020

Jan 28, 2021

BUY
$96.54 - $127.07 $569,875 - $750,094
5,903 Added 3.27%
186,369 $23.7 Million
Q3 2020

Nov 05, 2020

BUY
$91.28 - $103.82 $56,045 - $63,745
614 Added 0.34%
180,466 $17.4 Million
Q2 2020

Aug 04, 2020

BUY
$84.03 - $113.45 $581,487 - $785,074
6,920 Added 4.0%
179,852 $16.9 Million
Q1 2020

Apr 24, 2020

BUY
$79.03 - $141.09 $29,320 - $52,344
371 Added 0.21%
172,932 $15.6 Million
Q4 2019

Jan 27, 2020

SELL
$111.82 - $139.4 $30,974 - $38,613
-277 Reduced 0.16%
172,561 $24.1 Million
Q3 2019

Oct 30, 2019

BUY
$104.8 - $120.23 $760,324 - $872,268
7,255 Added 4.38%
172,838 $20.3 Million
Q2 2019

Jul 12, 2019

BUY
$104.64 - $116.12 $310,571 - $344,644
2,968 Added 1.83%
165,583 $18.5 Million
Q1 2019

May 03, 2019

BUY
$97.11 - $107.19 $726,868 - $802,317
7,485 Added 4.82%
162,615 $16.5 Million
Q4 2018

Feb 05, 2019

BUY
$92.14 - $115.32 $298,257 - $373,290
3,237 Added 2.13%
155,130 $15.1 Million
Q3 2018

Nov 06, 2018

BUY
$103.61 - $118.63 $121,327 - $138,915
1,171 Added 0.78%
151,893 $17.1 Million
Q2 2018

Aug 10, 2018

BUY
$103.24 - $114.29 $391,795 - $433,730
3,795 Added 2.58%
150,722 $15.7 Million
Q1 2018

May 09, 2018

BUY
$107.01 - $118.77 $1.22 Million - $1.35 Million
11,359 Added 8.38%
146,927 $16.2 Million
Q4 2017

Feb 12, 2018

BUY
$95.86 - $107.83 $195,650 - $220,081
2,041 Added 1.53%
135,568 $14.5 Million
Q3 2017

Nov 02, 2017

BUY
$88.42 - $95.51 $11.8 Million - $12.8 Million
133,527
133,527 $12.8 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 $593B
  • 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, Salley & Associates Portfolio

Follow Smith, Salley & Associates 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, Salley & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Smith, Salley & Associates with notifications on news.