JAM
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Jupiter Asset Management’s SM Energy SM Stock Holding History

Jupiter Asset Management’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-199,362
Closed -$5.97M – 511
2025
Q1 		$5.97M Sell
199,362
-111,603
-36% -$4M 0.06% 262
2024
Q4 		$12.1M Sell
310,965
-104,750
-25% -$4.42M 0.12% 211
2024
Q3 		$16.6M Sell
415,715
-743,773
-64% -$32.3M 0.15% 179
2024
Q2 		$50.1M Buy
1,159,488
+1,046,872
+930% +$51.4M 0.47% 66
2024
Q1 		$5.61M Buy
+112,616
New +$4.6M 0.05% 246

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jupiter Asset Management's SM Position: Q2 2025 in Review

Jupiter Asset Management sold out of SM Energy (SM) in Q2 2025, closing a stake of 199,362 shares — an estimated $5.97M sold.

Jupiter Asset Management first reported a position in SM in Q1 2024 and held it in 5 quarters. The position peaked at $50.1M in Q2 2024. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • Jupiter Asset Management reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 199,362 SM Energy shares in Q2 2025, an estimated $5.97M.
  • Jupiter Asset Management first reported a position in SM Energy in Q1 2024 and held it in 5 quarters.
  • Jupiter Asset Management's SM Energy position peaked at $50.1M in Q2 2024.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Jupiter Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.