JP Morgan Chase
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JP Morgan Chase’s Smith-Midland SMID Stock Holding History

JP Morgan Chase’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$68.5K Sell
2,108
-796
-27% -$27.5K ﹤0.01% 6036
2025
Q4 		$106K Sell
2,904
-1,478
-34% -$53K ﹤0.01% 5856
2025
Q3 		$162K Buy
4,382
+638
+17% +$24.6K ﹤0.01% 5633
2025
Q2 		$126K Sell
3,744
-12,705
-77% -$387K ﹤0.01% 5502
2025
Q1 		$511K Sell
16,449
-3,300
-17% -$122K ﹤0.01% 4763
2024
Q4 		$878K Buy
19,749
+16,798
+569% +$668K ﹤0.01% 4719
2024
Q3 		$98.5K Buy
2,951
+36
+1% +$1.15K ﹤0.01% 5706
2024
Q2 		$80.7K Sell
2,915
-1,647
-36% -$60.2K ﹤0.01% 5638
2024
Q1 		$214K Sell
4,562
-1,407
-24% -$57.4K ﹤0.01% 5313
2023
Q4 		$236K Buy
5,969
+4,964
+494% +$133K ﹤0.01% 5295
2023
Q3 		$19K Buy
1,005
+5
+0.5% +$107 ﹤0.01% 6081
2023
Q2 		$23.8K Hold
1,000
– – ﹤0.01% 5883
2023
Q1 		$19K Hold
1,000
– – ﹤0.01% 5985
2022
Q4 		$21K Hold
1,000
– – ﹤0.01% 5874
2022
Q3 		$27K Hold
1,000
– – ﹤0.01% 5722
2022
Q2 		$14K Hold
1,000
– – ﹤0.01% 5971
2022
Q1 		$18K Hold
1,000
– – ﹤0.01% 6091
2021
Q4 		$47K Hold
1,000
– – ﹤0.01% 5974
2021
Q3 		$14K Hold
1,000
– – ﹤0.01% 6111
2021
Q2 		$24K Buy
+1,000
New +$15.8K ﹤0.01% 5897

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase reduced its Smith-Midland (SMID) stake by 27% in Q1 2026, selling an estimated $27.5K and leaving 2,108 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6036.

JP Morgan Chase first reported a position in SMID in Q2 2021 and has held it in 20 quarters since. The position peaked at $878K in Q4 2024. 57 funds tracked by Wall St. Rank hold SMID as of Q1 2026.

  • JP Morgan Chase held 2,108 shares of Smith-Midland worth $68.5K as of Q1 2026.
  • JP Morgan Chase sold 796 Smith-Midland shares in Q1 2026, an estimated $27.5K.
  • Smith-Midland made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6036 holding.
  • JP Morgan Chase first reported a position in Smith-Midland in Q2 2021 and has held it in 20 quarters since.
  • JP Morgan Chase's Smith-Midland position peaked at $878K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Smith-Midland as of Q1 2026.

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