JP Morgan Chase
SMAR

JP Morgan Chase’s Smartsheet Inc. SMAR Stock Holding History

JP Morgan Chase’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,054,433
Closed -$115M – 7877
2024
Q4 		$115M Buy
2,054,433
+658,171
+47% +$36.8M 0.01% 867
2024
Q3 		$77.3M Sell
1,396,262
-62,405
-4% -$3.03M 0.01% 1080
2024
Q2 		$64.3M Buy
1,458,667
+18,543
+1% +$739K 0.01% 1125
2024
Q1 		$55.4M Sell
1,440,124
-174,112
-11% -$7.6M ﹤0.01% 1227
2023
Q4 		$77.2M Sell
1,614,236
-7,985
-0.5% -$340K 0.01% 1009
2023
Q3 		$65.6M Buy
1,622,221
+963
+0.1% +$39.5K 0.01% 995
2023
Q2 		$62M Sell
1,621,258
-24,273
-1% -$1.05M 0.01% 1024
2023
Q1 		$78.7M Sell
1,645,531
-36,025
-2% -$1.57M 0.01% 893
2022
Q4 		$66.2M Sell
1,681,556
-328,741
-16% -$11.2M 0.01% 966
2022
Q3 		$69.1M Buy
2,010,297
+188,225
+10% +$6.38M 0.01% 897
2022
Q2 		$57.3M Buy
1,822,072
+79,696
+5% +$3.3M 0.01% 973
2022
Q1 		$95.4M Sell
1,742,376
-1,052,704
-38% -$60.1M 0.01% 855
2021
Q4 		$216M Sell
2,795,080
-717,438
-20% -$50.1M 0.03% 538
2021
Q3 		$242M Buy
3,512,518
+315,057
+10% +$23.2M 0.03% 519
2021
Q2 		$231M Buy
3,197,461
+1,486,732
+87% +$92.8M 0.03% 556
2021
Q1 		$109M Buy
1,710,729
+101,105
+6% +$7.07M 0.01% 799
2020
Q4 		$112M Sell
1,609,624
-737,107
-31% -$43.2M 0.02% 742
2020
Q3 		$118M Buy
2,346,731
+89,745
+4% +$4.33M 0.02% 644
2020
Q2 		$115M Buy
2,256,986
+803,237
+55% +$40.9M 0.02% 611
2020
Q1 		$60.3M Sell
1,453,749
-486,192
-25% -$22.1M 0.01% 734
2019
Q4 		$87.1M Sell
1,939,941
-238,987
-11% -$9.88M 0.02% 722
2019
Q3 		$78.5M Sell
2,178,928
-679,312
-24% -$32.4M 0.02% 757
2019
Q2 		$136M Buy
2,858,240
+687,524
+32% +$29.2M 0.03% 572
2019
Q1 		$88.5M Buy
2,170,716
+366,563
+20% +$12.7M 0.02% 695
2018
Q4 		$44.9M Buy
1,804,153
+1,093,745
+154% +$27.2M 0.01% 950
2018
Q3 		$22.2M Sell
710,408
-426,161
-37% -$11.4M ﹤0.01% 1583
2018
Q2 		$29.5M Buy
+1,136,569
New +$27M 0.01% 1309

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase's SMAR Position: Q1 2025 in Review

JP Morgan Chase sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 2,054,433 shares — an estimated $115M sold.

JP Morgan Chase first reported a position in SMAR in Q2 2018 and held it in 27 quarters. The position peaked at $242M in Q3 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • JP Morgan Chase reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 2,054,433 Smartsheet Inc. shares in Q1 2025, an estimated $115M.
  • JP Morgan Chase first reported a position in Smartsheet Inc. in Q2 2018 and held it in 27 quarters.
  • JP Morgan Chase's Smartsheet Inc. position peaked at $242M in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.