LS
JPM icon

Leelyn Smith’s JPMorgan Chase JPM Stock Holding History

Leelyn Smith’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.49M Sell
22,894
-83
-0.4% -$25.8K 0.91% 25
2026
Q1 		$6.76M Buy
22,977
+1,441
+7% +$437K 0.95% 27
2025
Q4 		$6.94M Sell
21,536
-620
-3% -$192K 1% 24
2025
Q3 		$6.99M Sell
22,156
-826
-4% -$246K 1.05% 18
2025
Q2 		$6.66M Sell
22,982
-621
-3% -$158K 1.09% 17
2025
Q1 		$5.79M Sell
23,603
-676
-3% -$172K 1.03% 21
2024
Q4 		$5.82M Sell
24,279
-666
-3% -$155K 1.04% 21
2024
Q3 		$5.26M Sell
24,945
-75
-0.3% -$15.8K 0.95% 23
2024
Q2 		$5.06M Buy
25,020
+34
+0.1% +$6.65K 0.98% 24
2024
Q1 		$5M Sell
24,986
-159
-0.6% -$28.7K 1% 23
2023
Q4 		$4.28M Buy
25,145
+2,693
+12% +$408K 0.94% 25
2023
Q3 		$3.26M Buy
22,452
+369
+2% +$55.3K 0.79% 32
2023
Q2 		$3.21M Buy
+22,083
New +$3.04M 0.78% 32
2023
Q1 		– Sell
-859
Closed -$115K – 279
2022
Q4 		$115K Buy
859
+260
+43% +$32.9K 0.03% 128
2022
Q3 		$63K Sell
599
-690
-54% -$79.2K 0.02% 136
2022
Q2 		$145K Hold
1,289
– – 0.04% 138
2022
Q1 		$176K Hold
1,289
– – 0.05% 121
2021
Q4 		$204K Sell
1,289
-25
-2% -$4.11K 0.05% 115
2021
Q3 		$215K Buy
1,314
+85
+7% +$13.3K 0.06% 108
2021
Q2 		$191K Sell
1,229
-80
-6% -$12.6K 0.06% 117
2021
Q1 		$199K Buy
1,309
+11
+0.8% +$1.58K 0.06% 119
2020
Q4 		$165K Sell
1,298
-274
-17% -$30.6K 0.05% 124
2020
Q3 		$151K Sell
1,572
-1
-0.1% -$98 0.05% 133
2020
Q2 		$148K Hold
1,573
– – 0.06% 129
2020
Q1 		$142K Sell
1,573
-20
-1% -$2.43K 0.08% 119
2019
Q4 		$218 Buy
+1,593
New +$204K 0.11% 107

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Leelyn Smith's JPM Position: Q2 2026 in Review

Leelyn Smith reduced its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, selling an estimated $25.8K and leaving 22,894 shares worth $7.49M. The position accounts for 0.91% of the portfolio, ranked #25.

Leelyn Smith first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. 2,581 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Leelyn Smith held 22,894 shares of JPMorgan Chase worth $7.49M as of Q2 2026.
  • Leelyn Smith sold 83 JPMorgan Chase shares in Q2 2026, an estimated $25.8K.
  • JPMorgan Chase made up 0.91% of Leelyn Smith's portfolio in Q2 2026, its #25 holding.
  • Leelyn Smith first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • 2,581 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.