JP Morgan Chase
SMA

JP Morgan Chase’s SmartStop Self Storage REIT SMA Stock Holding History

JP Morgan Chase’s Portfolio SMA Stock Details SMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.53M Buy
259,427
+40,231
+18% +$1.28M ﹤0.01% 2954
2026
Q1 		$6.53M Sell
219,196
-204,463
-48% -$6.57M ﹤0.01% 3076
2025
Q4 		$13.1M Buy
423,659
+134,397
+46% +$4.55M ﹤0.01% 2449
2025
Q3 		$10.9M Buy
289,262
+202,187
+232% +$7.35M ﹤0.01% 2637
2025
Q2 		$3.15M Buy
+87,075
New +$3.07M ﹤0.01% 3555

Other funds holding SMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

JP Morgan Chase increased its SmartStop Self Storage REIT (SMA) stake by 18% in Q2 2026, buying an estimated $1.28M and bringing the position to 259,427 shares worth $8.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

JP Morgan Chase first reported a position in SMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.1M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • JP Morgan Chase held 259,427 shares of SmartStop Self Storage REIT worth $8.53M as of Q2 2026.
  • JP Morgan Chase bought 40,231 SmartStop Self Storage REIT shares in Q2 2026, an estimated $1.28M.
  • SmartStop Self Storage REIT made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2954 holding.
  • JP Morgan Chase first reported a position in SmartStop Self Storage REIT in Q2 2025 and has held it in 5 quarters since.
  • JP Morgan Chase's SmartStop Self Storage REIT position peaked at $13.1M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

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