JP Morgan Chase
SMLF icon

JP Morgan Chase’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

JP Morgan Chase’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.41M Buy
128,752
+2,441
+2% +$190K ﹤0.01% 2741
2025
Q4 		$9.46M Sell
126,311
-818
-0.6% -$61K ﹤0.01% 2739
2025
Q3 		$9.45M Buy
127,129
+3,880
+3% +$278K ﹤0.01% 2766
2025
Q2 		$8.37M Sell
123,249
-49,984
-29% -$3.16M ﹤0.01% 2710
2025
Q1 		$10.8M Buy
173,233
+15,371
+10% +$1.03M ﹤0.01% 2480
2024
Q4 		$10.7M Buy
157,862
+138,390
+711% +$9.59M ﹤0.01% 2632
2024
Q3 		$1.29M Sell
19,472
-1,955
-9% -$124K ﹤0.01% 4313
2024
Q2 		$1.31M Buy
21,427
+15,160
+242% +$930K ﹤0.01% 4090
2024
Q1 		$398K Buy
6,267
+117
+2% +$6.99K ﹤0.01% 4949
2023
Q4 		$362K Sell
6,150
-15,743
-72% -$829K ﹤0.01% 4996
2023
Q3 		$1.13M Sell
21,893
-13,674
-38% -$741K ﹤0.01% 3976
2023
Q2 		$1.91M Sell
35,567
-11,803
-25% -$601K ﹤0.01% 3582
2023
Q1 		$2.43M Sell
47,370
-37,840
-44% -$1.99M ﹤0.01% 3405
2022
Q4 		$4.23M Buy
+85,210
New +$4.25M ﹤0.01% 2972

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 1.9% in Q1 2026, buying an estimated $190K and bringing the position to 128,752 shares worth $9.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2741.

JP Morgan Chase first reported a position in SMLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.8M in Q1 2025. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • JP Morgan Chase held 128,752 shares of iShares US Small Cap Equity Factor ETF worth $9.41M as of Q1 2026.
  • JP Morgan Chase bought 2,441 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $190K.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2741 holding.
  • JP Morgan Chase first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2022 and has held it in 14 quarters since.
  • JP Morgan Chase's iShares US Small Cap Equity Factor ETF position peaked at $10.8M in Q1 2025.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

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