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
Q2 		$1.46M Buy
56,672
+16,939
+43% +$436K ﹤0.01% 4416
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 $1.74B AUM 34.09% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

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

JP Morgan Chase increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 43% in Q2 2026, buying an estimated $436K and bringing the position to 56,672 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #4416.

JP Morgan Chase first reported a position in SMTH in Q4 2024 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

  • JP Morgan Chase held 56,672 shares of ALPS Smith Core Plus Bond ETF worth $1.46M as of Q2 2026.
  • JP Morgan Chase bought 16,939 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $436K.
  • ALPS Smith Core Plus Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4416 holding.
  • JP Morgan Chase first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 83 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

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