JP Morgan Chase
SM icon

JP Morgan Chase’s SM Energy SM Stock Holding History

JP Morgan Chase’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Hold
40,000
– – ﹤0.01% 4638
2026
Q1 		$1.29M Hold
40,000
– – ﹤0.01% 4434
2025
Q4 		$748K Hold
40,000
– – ﹤0.01% 4779
2025
Q3 		$999K Buy
+40,000
New +$1.08M ﹤0.01% 4599
2023
Q2 		– Sell
-40,000
Closed -$1.13M – 7296
2023
Q1 		$1.13M Buy
+40,000
New +$1.22M ﹤0.01% 3962

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase reduced its SM Energy (SM) stake by 13% in Q2 2026, selling an estimated $15.5M and leaving 3,534,729 shares worth $92.7M. The position accounts for 0.01% of the portfolio, ranked #1107.

JP Morgan Chase first reported a position in SM in Q2 2013 and has held it in 53 quarters since. The position peaked at $203M in Q1 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • JP Morgan Chase held 3,534,729 shares of SM Energy worth $92.7M as of Q2 2026.
  • JP Morgan Chase sold 516,493 SM Energy shares in Q2 2026, an estimated $15.5M.
  • SM Energy made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1107 holding.
  • JP Morgan Chase first reported a position in SM Energy in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's SM Energy position peaked at $203M in Q1 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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