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 Q2	$5.84M	Buy	178,139 +18,902	+12%	+$592K	﹤0.01%	3316
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

JP Morgan Chase increased its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 12% in Q2 2026, buying an estimated $592K and bringing the position to 178,139 shares worth $5.84M. The position accounts for ﹤0.01% of the portfolio, ranked #3316.

JP Morgan Chase first reported a position in SMIG in Q4 2023 and has held it in 11 quarters since. 63 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

JP Morgan Chase held 178,139 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $5.84M as of Q2 2026.
JP Morgan Chase bought 18,902 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q2 2026, an estimated $592K.
Bahl & Gaynor Small/Mid Cap Income Growth ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3316 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 11 quarters since.
63 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

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