JAM
JBGS

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Jupiter Asset Management's JBGS Position: Q1 2026 in Review

Jupiter Asset Management held its JBG SMITH (JBGS) position steady in Q1 2026 at 80,177 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #429.

Jupiter Asset Management first reported a position in JBGS in Q3 2021 and has held it in 5 quarters since. The position peaked at $3.41M in Q3 2021. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Jupiter Asset Management held 80,177 shares of JBG SMITH worth $1.17M as of Q1 2026.
  • Jupiter Asset Management left its JBG SMITH share count unchanged in Q1 2026.
  • JBG SMITH made up 0.01% of Jupiter Asset Management's portfolio in Q1 2026, its #429 holding.
  • Jupiter Asset Management first reported a position in JBG SMITH in Q3 2021 and has held it in 5 quarters since.
  • Jupiter Asset Management's JBG SMITH position peaked at $3.41M in Q3 2021.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.