JP Morgan Chase
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JP Morgan Chase’s NuScale Power SMR Stock Holding History

JP Morgan Chase’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.57M Sell
234,848
-190,847
-45% -$2.15M ﹤0.01% 4014
2026
Q1 		$4.36M Buy
425,695
+180,135
+73% +$2.74M ﹤0.01% 3447
2025
Q4 		$3.48M Sell
245,560
-1,847,100
-88% -$52.8M ﹤0.01% 3645
2025
Q3 		$75.3M Sell
2,092,660
-380,976
-15% -$15.2M ﹤0.01% 1144
2025
Q2 		$97.9M Buy
2,473,636
+2,323,993
+1,553% +$58.3M 0.01% 933
2025
Q1 		$2.12M Sell
149,643
-481,399
-76% -$9.73M ﹤0.01% 3822
2024
Q4 		$11.3M Buy
631,042
+464,413
+279% +$9.58M ﹤0.01% 2580
2024
Q3 		$1.93M Buy
166,629
+111,812
+204% +$1.14M ﹤0.01% 4035
2024
Q2 		$641K Sell
54,817
-29,547
-35% -$210K ﹤0.01% 4544
2024
Q1 		$448K Sell
84,364
-40,455
-32% -$145K ﹤0.01% 4868
2023
Q4 		$411K Buy
124,819
+88,297
+242% +$314K ﹤0.01% 4919
2023
Q3 		$179K Sell
36,522
-5,327
-13% -$35.1K ﹤0.01% 5131
2023
Q2 		$285K Buy
41,849
+17,541
+72% +$142K ﹤0.01% 4857
2023
Q1 		$221K Sell
24,308
-41,284
-63% -$414K ﹤0.01% 5005
2022
Q4 		$673K Buy
65,592
+25,882
+65% +$287K ﹤0.01% 4328
2022
Q3 		$464K Buy
39,710
+30,542
+333% +$401K ﹤0.01% 4514
2022
Q2 		$92K Buy
+9,168
New +$91.7K ﹤0.01% 5455

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase reduced its NuScale Power (SMR) stake by 45% in Q2 2026, selling an estimated $2.15M and leaving 234,848 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #4014.

JP Morgan Chase first reported a position in SMR in Q2 2022 and has held it in 17 quarters since. The position peaked at $97.9M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • JP Morgan Chase held 234,848 shares of NuScale Power worth $2.57M as of Q2 2026.
  • JP Morgan Chase sold 190,847 NuScale Power shares in Q2 2026, an estimated $2.15M.
  • NuScale Power made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4014 holding.
  • JP Morgan Chase first reported a position in NuScale Power in Q2 2022 and has held it in 17 quarters since.
  • JP Morgan Chase's NuScale Power position peaked at $97.9M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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