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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase increased its SM Energy (SM) stake by 32% in Q1 2026, buying an estimated $22.5M and bringing the position to 4,051,222 shares worth $130M. The position accounts for 0.01% of the portfolio, ranked #877.

JP Morgan Chase first reported a position in SM in Q2 2013 and has held it in 52 quarters since. The position peaked at $203M in Q1 2024. 511 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • JP Morgan Chase held 4,051,222 shares of SM Energy worth $130M as of Q1 2026.
  • JP Morgan Chase bought 987,482 SM Energy shares in Q1 2026, an estimated $22.5M.
  • SM Energy made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #877 holding.
  • JP Morgan Chase first reported a position in SM Energy in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's SM Energy position peaked at $203M in Q1 2024.
  • 511 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

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