JP Morgan Chase
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JP Morgan Chase’s Smith Douglas Homes SDHC Stock Holding History

JP Morgan Chase’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$770K Buy
51,376
+19,817
+63% +$263K ﹤0.01% 4849
2026
Q1 		$384K Buy
+31,559
New +$518K ﹤0.01% 5170
2025
Q1 		– Sell
-1,818
Closed -$46.6K – 7681
2024
Q4 		$46.6K Sell
1,818
-19,525
-91% -$649K ﹤0.01% 6043
2024
Q3 		$806K Buy
21,343
+20,051
+1,552% +$643K ﹤0.01% 4598
2024
Q2 		$30.2K Sell
1,292
-12,952
-91% -$347K ﹤0.01% 6032
2024
Q1 		$423K Buy
+14,244
New +$399K ﹤0.01% 4896

Other funds holding SDHC

CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

JP Morgan Chase's SDHC Position: Q2 2026 in Review

JP Morgan Chase increased its Smith Douglas Homes (SDHC) stake by 63% in Q2 2026, buying an estimated $263K and bringing the position to 51,376 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #4849.

JP Morgan Chase first reported a position in SDHC in Q1 2024 and has held it in 6 quarters since. The position peaked at $806K in Q3 2024. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • JP Morgan Chase held 51,376 shares of Smith Douglas Homes worth $770K as of Q2 2026.
  • JP Morgan Chase bought 19,817 Smith Douglas Homes shares in Q2 2026, an estimated $263K.
  • Smith Douglas Homes made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4849 holding.
  • JP Morgan Chase first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 6 quarters since.
  • JP Morgan Chase's Smith Douglas Homes position peaked at $806K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.