JP Morgan Chase
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JP Morgan Chase’s iShares Russell 2500 ETF SMMD Stock Holding History

JP Morgan Chase’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.4M Buy
344,333
+258,457
+301% +$20.4M ﹤0.01% 1889
2025
Q4 		$6.44M Buy
85,876
+71,541
+499% +$5.33M ﹤0.01% 3089
2025
Q3 		$1.06M Sell
14,335
-5,591
-28% -$398K ﹤0.01% 4545
2025
Q2 		$1.35M Sell
19,926
-23,494
-54% -$1.49M ﹤0.01% 4198
2025
Q1 		$2.72M Buy
43,420
+8,783
+25% +$592K ﹤0.01% 3641
2024
Q4 		$2.36M Buy
34,637
+23,431
+209% +$1.64M ﹤0.01% 4023
2024
Q3 		$759K Buy
11,206
+3,998
+55% +$261K ﹤0.01% 4639
2024
Q2 		$451K Sell
7,208
-3,644
-34% -$229K ﹤0.01% 4742
2024
Q1 		$712K Sell
10,852
-12,077
-53% -$747K ﹤0.01% 4566
2023
Q4 		$1.41M Buy
22,929
+12,090
+112% +$670K ﹤0.01% 4097
2023
Q3 		$591K Sell
10,839
-10,553
-49% -$608K ﹤0.01% 4382
2023
Q2 		$1.23M Buy
21,392
+165
+0.8% +$9.02K ﹤0.01% 3892
2023
Q1 		$1.16M Sell
21,227
-1,987
-9% -$112K ﹤0.01% 3944
2022
Q4 		$1.23M Buy
+23,214
New +$1.25M ﹤0.01% 3911
2020
Q3 		– Sell
-100
Closed -$4K – 5744
2020
Q2 		$4K Hold
100
– – ﹤0.01% 5211
2020
Q1 		$3K Hold
100
– – ﹤0.01% 5164
2019
Q4 		$5K Hold
100
– – ﹤0.01% 5476
2019
Q3 		$4K Hold
100
– – ﹤0.01% 5592
2019
Q2 		$4K Buy
+100
New +$4.46K ﹤0.01% 5649

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Russell 2500 ETF (SMMD) stake by 301% in Q1 2026, buying an estimated $20.4M and bringing the position to 344,333 shares worth $25.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

JP Morgan Chase first reported a position in SMMD in Q2 2019 and has held it in 19 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • JP Morgan Chase held 344,333 shares of iShares Russell 2500 ETF worth $25.4M as of Q1 2026.
  • JP Morgan Chase bought 258,457 iShares Russell 2500 ETF shares in Q1 2026, an estimated $20.4M.
  • iShares Russell 2500 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1889 holding.
  • JP Morgan Chase first reported a position in iShares Russell 2500 ETF in Q2 2019 and has held it in 19 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

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