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
2024
Q4 		– Sell
-8,700
Closed -$482K – 7835
2024
Q3 		$482K Buy
+8,700
New +$422K ﹤0.01% 4919

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 $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.