JP Morgan Chase’s Super Micro Computer SMCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.11M	Sell	100,000 -100,000	-50%	-$3M	﹤0.01%	4061
2025 Q4	$5.85M	Hold	200,000	–	–	﹤0.01%	3161
2025 Q3	$9.59M	Hold	200,000	–	–	﹤0.01%	2750
2025 Q2	$9.8M	Sell	200,000 -350,000	-64%	-$13.5M	﹤0.01%	2571
2025 Q1	$18.8M	Sell	550,000 -35,000	-6%	-$1.33M	﹤0.01%	1979
2024 Q4	$17.8M	Sell	585,000 -835,000	-59%	-$30.3M	﹤0.01%	2148
2024 Q3	$59.1M	Buy	1,420,000 +935,000	+193%	+$56.9M	﹤0.01%	1221
2024 Q2	$39.7M	Buy	485,000 +249,000	+106%	+$21.3M	﹤0.01%	1378
2024 Q1	$23.8M	Buy	236,000 +235,000	+23,500%	+$17.2M	﹤0.01%	1763
2023 Q4	$28.4K	Buy	+1,000	New	+$27.7K	﹤0.01%	6169
2023 Q2	–	Sell	-6,000	Closed	-$64K	–	7297
2023 Q1	$64K	Buy	+6,000	New	+$54.1K	﹤0.01%	5618

Other funds holding SMCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Defiance ETFs New York $6.98B AUM

JP Morgan Chase's SMCI Position: Q1 2026 in Review

JP Morgan Chase increased its Super Micro Computer (SMCI) stake by 82% in Q1 2026, buying an estimated $27.2M and bringing the position to 2,005,393 shares worth $42.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

JP Morgan Chase first reported a position in SMCI in Q2 2013 and has held it in 44 quarters since. The position peaked at $942M in Q1 2024. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

JP Morgan Chase held 2,005,393 shares of Super Micro Computer worth $42.2M as of Q1 2026.
JP Morgan Chase bought 904,891 Super Micro Computer shares in Q1 2026, an estimated $27.2M.
Super Micro Computer made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1497 holding.
JP Morgan Chase first reported a position in Super Micro Computer in Q2 2013 and has held it in 44 quarters since.
JP Morgan Chase's Super Micro Computer position peaked at $942M in Q1 2024.
707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.