JP Morgan Chase’s Smurfit Westrock SW Stock Holding History

JP Morgan Chase’s Portfolio SW Stock Details SW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$149M	Sell	3,219,792 -1,190,218	-27%	-$49.2M	0.01%	876
2026 Q1	$169M	Buy	4,410,010 +1,191,195	+37%	+$51.4M	0.01%	769
2025 Q4	$124M	Sell	3,218,815 -3,032,270	-49%	-$116M	0.01%	846
2025 Q3	$266M	Buy	6,251,085 +889,239	+17%	+$40.2M	0.02%	604
2025 Q2	$231M	Sell	5,361,846 -738,221	-12%	-$31.6M	0.02%	638
2025 Q1	$275M	Buy	6,100,067 +1,721,889	+39%	+$87.3M	0.02%	572
2024 Q4	$236M	Sell	4,378,178 -94,218	-2%	-$4.8M	0.02%	609
2024 Q3	$221M	Buy	+4,472,396	New	+$203M	0.02%	648

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

JP Morgan Chase reduced its Smurfit Westrock (SW) stake by 27% in Q2 2026, selling an estimated $49.2M and leaving 3,219,792 shares worth $149M. The position accounts for 0.01% of the portfolio, ranked #876.

JP Morgan Chase first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $275M in Q1 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

JP Morgan Chase held 3,219,792 shares of Smurfit Westrock worth $149M as of Q2 2026.
JP Morgan Chase sold 1,190,218 Smurfit Westrock shares in Q2 2026, an estimated $49.2M.
Smurfit Westrock made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #876 holding.
JP Morgan Chase first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
JP Morgan Chase's Smurfit Westrock position peaked at $275M in Q1 2025.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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