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
Q2 		$11.2M Sell
125,857
-2,895
-2% -$241K ﹤0.01% 2702
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 $2.28B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 2.2% in Q2 2026, selling an estimated $241K and leaving 125,857 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

JP Morgan Chase first reported a position in SMLF in Q4 2022 and has held it in 15 quarters since. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • JP Morgan Chase held 125,857 shares of iShares US Small Cap Equity Factor ETF worth $11.2M as of Q2 2026.
  • JP Morgan Chase sold 2,895 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $241K.
  • iShares US Small Cap Equity Factor ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2702 holding.
  • JP Morgan Chase first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

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