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
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 $524M AUM 14.11% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

JP Morgan Chase's SDHC Position: Q1 2026 in Review

JP Morgan Chase opened a new position in Smith Douglas Homes (SDHC) in Q1 2026: 31,559 shares worth $384K. The stake represents ﹤0.01% of the portfolio and ranks #5170 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in SDHC as recently as Q4 2024.

JP Morgan Chase first reported a position in SDHC in Q1 2024 and has held it in 5 quarters since. The position peaked at $806K in Q3 2024. 58 funds tracked by Wall St. Rank hold SDHC as of Q1 2026.

  • JP Morgan Chase held 31,559 shares of Smith Douglas Homes worth $384K as of Q1 2026.
  • Smith Douglas Homes was a new JP Morgan Chase position in Q1 2026.
  • Smith Douglas Homes made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5170 holding.
  • JP Morgan Chase first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 5 quarters since.
  • JP Morgan Chase's Smith Douglas Homes position peaked at $806K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.