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
2024 Q4	–	Sell	-2,000	Closed	-$111K	–	7833
2024 Q3	$111K	Buy	+2,000	New	+$97K	﹤0.01%	5653
2020 Q1	–	Sell	-31,000	Closed	-$1.39M	–	5803
2019 Q4	$1.39M	Buy	+31,000	New	+$1.28M	﹤0.01%	3636
2019 Q3	–	Sell	-10,700	Closed	-$510K	–	6006
2019 Q2	$510K	Sell	10,700 -89,300	-89%	-$3.79M	﹤0.01%	4227
2019 Q1	$4.08M	Buy	+100,000	New	+$3.46M	﹤0.01%	2756

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 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.