JP Morgan Chase
SMTH icon

JP Morgan Chase’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

JP Morgan Chase’s Portfolio SMTH Stock Details SMTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Sell
39,733
-4,383
-10% -$114K ﹤0.01% 4598
2025
Q4 		$1.15M Buy
44,116
+22,202
+101% +$582K ﹤0.01% 4509
2025
Q3 		$573K Buy
21,914
+10,355
+90% +$269K ﹤0.01% 4935
2025
Q2 		$299K Buy
11,559
+3,452
+43% +$88.4K ﹤0.01% 5031
2025
Q1 		$210K Buy
8,107
+3,615
+80% +$92.8K ﹤0.01% 5221
2024
Q4 		$115K Buy
+4,492
New +$116K ﹤0.01% 5697

Other funds holding SMTH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

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

JP Morgan Chase reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 9.9% in Q1 2026, selling an estimated $114K and leaving 39,733 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #4598.

JP Morgan Chase first reported a position in SMTH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2025. 82 funds tracked by Wall St. Rank hold SMTH as of Q1 2026.

  • JP Morgan Chase held 39,733 shares of ALPS Smith Core Plus Bond ETF worth $1.02M as of Q1 2026.
  • JP Morgan Chase sold 4,383 ALPS Smith Core Plus Bond ETF shares in Q1 2026, an estimated $114K.
  • ALPS Smith Core Plus Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4598 holding.
  • JP Morgan Chase first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • JP Morgan Chase's ALPS Smith Core Plus Bond ETF position peaked at $1.15M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q1 2026.

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