JP Morgan Chase’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.61M	Buy	159,237 +6,405	+4%	+$194K	﹤0.01%	3389
2025 Q4	$4.4M	Buy	152,832 +6,146	+4%	+$177K	﹤0.01%	3432
2025 Q3	$4.34M	Buy	146,686 +16,247	+12%	+$479K	﹤0.01%	3485
2025 Q2	$3.76M	Buy	130,439 +8,295	+7%	+$234K	﹤0.01%	3410
2025 Q1	$3.48M	Buy	122,144 +13,915	+13%	+$408K	﹤0.01%	3458
2024 Q4	$3.15M	Buy	108,229 +105	+0.1%	+$3.16K	﹤0.01%	3795
2024 Q3	$3.16M	Buy	108,124 +8,682	+9%	+$243K	﹤0.01%	3595
2024 Q2	$2.61M	Buy	99,442 +2,181	+2%	+$57.6K	﹤0.01%	3557
2024 Q1	$2.62M	Buy	97,261 +16,223	+20%	+$413K	﹤0.01%	3619
2023 Q4	$2.04M	Buy	+81,038	New	+$1.89M	﹤0.01%	3820

Other funds holding SMIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

JP Morgan Chase increased its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 4.2% in Q1 2026, buying an estimated $194K and bringing the position to 159,237 shares worth $4.61M. The position accounts for ﹤0.01% of the portfolio, ranked #3389.

JP Morgan Chase first reported a position in SMIG in Q4 2023 and has held it in 10 quarters since. 64 funds tracked by Wall St. Rank hold SMIG as of Q1 2026.

JP Morgan Chase held 159,237 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $4.61M as of Q1 2026.
JP Morgan Chase bought 6,405 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q1 2026, an estimated $194K.
Bahl & Gaynor Small/Mid Cap Income Growth ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3389 holding.
JP Morgan Chase first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q4 2023 and has held it in 10 quarters since.
64 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2026.

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