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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

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

JP Morgan Chase increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 23% in Q1 2026, buying an estimated $2.85K and bringing the position to 413 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6652.

JP Morgan Chase first reported a position in SMOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $345K in Q3 2025. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

  • JP Morgan Chase held 413 shares of VanEck Morningstar SMID Moat ETF worth $14.2K as of Q1 2026.
  • JP Morgan Chase bought 78 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $2.85K.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6652 holding.
  • JP Morgan Chase first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2025 and has held it in 4 quarters since.
  • JP Morgan Chase's VanEck Morningstar SMID Moat ETF position peaked at $345K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

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