JP Morgan Chase
SGRT

JP Morgan Chase’s SMART Earnings Growth 30 ETF SGRT Stock Holding History

JP Morgan Chase’s Portfolio SGRT Stock Details SGRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,021
Closed -$189K – 7935
2025
Q3 		$189K Buy
+8,021
New +$174K ﹤0.01% 5551

Other funds holding SGRT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

JP Morgan Chase's SGRT Position: Q4 2025 in Review

JP Morgan Chase sold out of SMART Earnings Growth 30 ETF (SGRT) in Q4 2025, closing a stake of 8,021 shares — an estimated $189K sold.

JP Morgan Chase first reported a position in SGRT in Q3 2025 and held it in 1 quarter. The position peaked at $189K in Q3 2025. 7 funds tracked by Wall St. Rank hold SGRT as of Q4 2025.

  • JP Morgan Chase reported no remaining SMART Earnings Growth 30 ETF position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 8,021 SMART Earnings Growth 30 ETF shares in Q4 2025, an estimated $189K.
  • JP Morgan Chase first reported a position in SMART Earnings Growth 30 ETF in Q3 2025 and held it in 1 quarter.
  • JP Morgan Chase's SMART Earnings Growth 30 ETF position peaked at $189K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held SMART Earnings Growth 30 ETF as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.