JP Morgan Chase’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

JP Morgan Chase’s Portfolio SMAX Stock Details SMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-42,376	Closed	-$1.06M	–	7793
2025 Q1	$1.06M	Buy	42,376 +39,896	+1,609%	+$1.01M	﹤0.01%	4310
2024 Q4	$62.5K	Buy	+2,480	New	+$62.4K	﹤0.01%	5931

Other funds holding SMAX

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

JP Morgan Chase's SMAX Position: Q2 2025 in Review

JP Morgan Chase sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2025, closing a stake of 42,376 shares — an estimated $1.06M sold.

JP Morgan Chase first reported a position in SMAX in Q4 2024 and held it in 2 quarters. The position peaked at $1.06M in Q1 2025. 25 funds tracked by Wall St. Rank hold SMAX as of Q2 2025.

JP Morgan Chase reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q2 2025 after selling out during the quarter.
JP Morgan Chase sold 42,376 iShares Large Cap Max Buffer Sep ETF shares in Q2 2025, an estimated $1.06M.
JP Morgan Chase first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 2 quarters.
JP Morgan Chase's iShares Large Cap Max Buffer Sep ETF position peaked at $1.06M in Q1 2025.
25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.