JP Morgan Chase
SMOT icon

JP Morgan Chase’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

JP Morgan Chase’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121K Buy
3,118
+2,705
+655% +$101K ﹤0.01% 5904
2026
Q1 		$14.2K Buy
413
+78
+23% +$2.85K ﹤0.01% 6652
2025
Q4 		$12.1K Sell
335
-9,238
-97% -$334K ﹤0.01% 6618
2025
Q3 		$345K Buy
9,573
+9,493
+11,866% +$341K ﹤0.01% 5234
2025
Q2 		$2.78K Buy
+80
New +$2.61K ﹤0.01% 6492

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

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

JP Morgan Chase increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 655% in Q2 2026, buying an estimated $101K and bringing the position to 3,118 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #5904.

JP Morgan Chase first reported a position in SMOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $345K in Q3 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • JP Morgan Chase held 3,118 shares of VanEck Morningstar SMID Moat ETF worth $121K as of Q2 2026.
  • JP Morgan Chase bought 2,705 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $101K.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5904 holding.
  • JP Morgan Chase first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2025 and has held it in 5 quarters since.
  • JP Morgan Chase's VanEck Morningstar SMID Moat ETF position peaked at $345K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

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