JP Morgan Chase
SMID icon

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
Q2 		$63.8K Buy
2,162
+54
+3% +$1.68K ﹤0.01% 6320
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 $167M AUM 33.45% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase's SMID Position: Q2 2026 in Review

JP Morgan Chase increased its Smith-Midland (SMID) stake by 2.6% in Q2 2026, buying an estimated $1.68K and bringing the position to 2,162 shares worth $63.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6320.

JP Morgan Chase first reported a position in SMID in Q2 2021 and has held it in 21 quarters since. The position peaked at $878K in Q4 2024. 54 funds tracked by Wall St. Rank hold SMID as of Q2 2026.

  • JP Morgan Chase held 2,162 shares of Smith-Midland worth $63.8K as of Q2 2026.
  • JP Morgan Chase bought 54 Smith-Midland shares in Q2 2026, an estimated $1.68K.
  • Smith-Midland made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6320 holding.
  • JP Morgan Chase first reported a position in Smith-Midland in Q2 2021 and has held it in 21 quarters since.
  • JP Morgan Chase's Smith-Midland position peaked at $878K in Q4 2024.
  • 54 funds tracked by Wall St. Rank held Smith-Midland as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.