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
Q1 		$1.02K Sell
100
-107,000
-100% -$1.63M ﹤0.01% 7120
2025
Q4 		$1.52M Buy
+107,100
New +$3.06M ﹤0.01% 4314
2025
Q3 		– Sell
-1,100
Closed -$43.5K – 7699
2025
Q2 		$43.5K Buy
+1,100
New +$27.6K ﹤0.01% 5979

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase increased its NuScale Power (SMR) stake by 73% in Q1 2026, buying an estimated $2.74M and bringing the position to 425,695 shares worth $4.36M. The position accounts for ﹤0.01% of the portfolio, ranked #3447.

JP Morgan Chase first reported a position in SMR in Q2 2022 and has held it in 16 quarters since. The position peaked at $97.9M in Q2 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • JP Morgan Chase held 425,695 shares of NuScale Power worth $4.36M as of Q1 2026.
  • JP Morgan Chase bought 180,135 NuScale Power shares in Q1 2026, an estimated $2.74M.
  • NuScale Power made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3447 holding.
  • JP Morgan Chase first reported a position in NuScale Power in Q2 2022 and has held it in 16 quarters since.
  • JP Morgan Chase's NuScale Power position peaked at $97.9M in Q2 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

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