JP Morgan Chase
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JP Morgan Chase’s Smith Micro Software SMSI Stock Holding History

JP Morgan Chase’s Portfolio SMSI Stock Details SMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8 Buy
3
+1
+50% +$4 ﹤0.01% 7658
2026
Q1 		$7 Hold
2
– – ﹤0.01% 7449
2025
Q4 		$5 Hold
2
– – ﹤0.01% 7355
2025
Q3 		$7 Hold
2
– – ﹤0.01% 7332
2025
Q2 		$9 Hold
2
– – ﹤0.01% 6989
2025
Q1 		$7 Hold
2
– – ﹤0.01% 7212
2024
Q4 		$13 Hold
2
– – ﹤0.01% 7304
2024
Q3 		$10 Sell
2
-5
-71% -$35 ﹤0.01% 7298
2024
Q2 		$75 Buy
7
+1
+17% +$12 ﹤0.01% 6948
2024
Q1 		$86 Sell
6
-15
-71% -$379 ﹤0.01% 6933
2023
Q4 		$690 Buy
21
+17
+425% +$631 ﹤0.01% 6889
2023
Q3 		$188 Buy
4
+2
+100% +$105 ﹤0.01% 6844
2023
Q2 		$98 Hold
2
– – ﹤0.01% 6697
2023
Q1 		$0 Hold
2
– – ﹤0.01% 7186
2022
Q4 		$0 Hold
2
– – ﹤0.01% 6964
2022
Q3 		$0 Hold
2
– – ﹤0.01% 6820
2022
Q2 		$0 Sell
2
-658
-100% -$76.5K ﹤0.01% 6852
2022
Q1 		$99K Sell
660
-904
-58% -$143K ﹤0.01% 5517
2021
Q4 		$307K Buy
1,564
+1,120
+252% +$245K ﹤0.01% 5122
2021
Q3 		$85K Sell
444
-620
-58% -$125K ﹤0.01% 5649
2021
Q2 		$222K Sell
1,064
-1,943
-65% -$416K ﹤0.01% 5183
2021
Q1 		$662K Buy
3,007
+347
+13% +$91.7K ﹤0.01% 4505
2020
Q4 		$577K Buy
2,660
+1,715
+181% +$326K ﹤0.01% 4285
2020
Q3 		$141K Buy
945
+664
+236% +$105K ﹤0.01% 4540
2020
Q2 		$50K Buy
+281
New +$50.8K ﹤0.01% 4824

Other funds holding SMSI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase increased its Smith Micro Software (SMSI) stake by 50% in Q2 2026, buying an estimated $4 and bringing the position to 3 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #7658.

JP Morgan Chase first reported a position in SMSI in Q2 2020 and has held it in 25 quarters since. The position peaked at $662K in Q1 2021. 18 funds tracked by Wall St. Rank hold SMSI as of Q2 2026.

  • JP Morgan Chase held 3 shares of Smith Micro Software worth $8 as of Q2 2026.
  • JP Morgan Chase bought 1 Smith Micro Software share in Q2 2026, an estimated $4.
  • Smith Micro Software made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7658 holding.
  • JP Morgan Chase first reported a position in Smith Micro Software in Q2 2020 and has held it in 25 quarters since.
  • JP Morgan Chase's Smith Micro Software position peaked at $662K in Q1 2021.
  • 18 funds tracked by Wall St. Rank held Smith Micro Software as of Q2 2026.

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