Jupiter Asset Management’s JBG SMITH JBGS Stock Holding History

Jupiter Asset Management’s Portfolio JBGS Stock Details JBGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Hold	80,177	–	–	0.01%	441
2026 Q1	$1.17M	Hold	80,177	–	–	0.01%	429
2025 Q4	$1.36M	Buy	+80,177	New	+$1.52M	0.01%	341
2024 Q3	–	Sell	-31,197	Closed	-$475K	–	450
2024 Q2	$475K	Buy	+31,197	New	+$462K	﹤0.01%	358
2022 Q1	–	Sell	-30,523	Closed	-$886K	–	566
2021 Q4	$886K	Sell	30,523 -84,509	-73%	-$2.48M	0.01%	423
2021 Q3	$3.41M	Buy	+115,032	New	+$3.55M	0.04%	302

Other funds holding JBGS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jupiter Asset Management's JBGS Position: Q2 2026 in Review

Jupiter Asset Management held its JBG SMITH (JBGS) position steady in Q2 2026 at 80,177 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #441.

Jupiter Asset Management first reported a position in JBGS in Q3 2021 and has held it in 6 quarters since. The position peaked at $3.41M in Q3 2021. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

Jupiter Asset Management held 80,177 shares of JBG SMITH worth $1.18M as of Q2 2026.
Jupiter Asset Management left its JBG SMITH share count unchanged in Q2 2026.
JBG SMITH made up 0.01% of Jupiter Asset Management's portfolio in Q2 2026, its #441 holding.
Jupiter Asset Management first reported a position in JBG SMITH in Q3 2021 and has held it in 6 quarters since.
Jupiter Asset Management's JBG SMITH position peaked at $3.41M in Q3 2021.
207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.