JP Morgan Chase
SMRT

JP Morgan Chase’s Stein Mart Inc SMRT Stock Holding History

JP Morgan Chase’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-463
Closed – – 5928
2019
Q4 		$0 Hold
463
– – ﹤0.01% 6030
2019
Q3 		$0 Hold
463
– – ﹤0.01% 6085
2019
Q2 		$0 Buy
+463
New +$421 ﹤0.01% 6136
2018
Q2 		– Sell
-15,988
Closed -$24K – 5788
2018
Q1 		$24K Sell
15,988
-16,253
-50% -$15.2K ﹤0.01% 5040
2017
Q4 		$37K Buy
32,241
+27,629
+599% +$32.1K ﹤0.01% 4992
2017
Q3 		$6K Sell
4,612
-55,842
-92% -$72.5K ﹤0.01% 4789
2017
Q2 		$102K Sell
60,454
-152,940
-72% -$302K ﹤0.01% 4166
2017
Q1 		$642K Buy
213,394
+186,570
+696% +$661K ﹤0.01% 3604
2016
Q4 		$147K Buy
+26,824
New +$155K ﹤0.01% 4274
2016
Q3 		– Sell
-1,024
Closed -$8K – 4952
2016
Q2 		$8K Sell
1,024
-2,404
-70% -$16.8K ﹤0.01% 4384
2016
Q1 		$25K Buy
+3,428
New +$24.3K ﹤0.01% 4047
2015
Q2 		– Sell
-25,500
Closed -$317K – 4265
2015
Q1 		$317K Sell
25,500
-1,200
-4% -$17K ﹤0.01% 3686
2014
Q4 		$391K Buy
+26,700
New +$360K ﹤0.01% 3768
2014
Q3 		– Sell
-33,368
Closed -$464K – 4299
2014
Q2 		$464K Sell
33,368
-44,268
-57% -$589K ﹤0.01% 3146
2014
Q1 		$1.09M Sell
77,636
-497,667
-87% -$6.72M ﹤0.01% 2807
2013
Q4 		$7.74M Sell
575,303
-82,406
-13% -$1.19M ﹤0.01% 1906
2013
Q3 		$9.02M Buy
657,709
+260,392
+66% +$3.5M ﹤0.01% 1816
2013
Q2 		$5.42M Buy
+397,317
New +$4.27M ﹤0.01% 2084

Other funds holding SMRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase's SMRT Position: Q1 2020 in Review

JP Morgan Chase sold out of Stein Mart Inc (SMRT) in Q1 2020, closing a stake of 463 shares.

JP Morgan Chase first reported a position in SMRT in Q2 2013 and held it in 18 quarters. The position peaked at $9.02M in Q3 2013. 37 funds tracked by Wall St. Rank hold SMRT as of Q1 2020.

  • JP Morgan Chase reported no remaining Stein Mart Inc position as of Q1 2020 after selling out during the quarter.
  • JP Morgan Chase sold 463 Stein Mart Inc shares in Q1 2020.
  • JP Morgan Chase first reported a position in Stein Mart Inc in Q2 2013 and held it in 18 quarters.
  • JP Morgan Chase's Stein Mart Inc position peaked at $9.02M in Q3 2013.
  • 37 funds tracked by Wall St. Rank held Stein Mart Inc as of Q1 2020.

Based on JP Morgan Chase's 13F filing for Q1 2020, filed 12 May 2020.