Smart Portfolios LLC’s JPMorgan Chase JPM Stock Holding History

Smart Portfolios LLC’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 Q1	$1.39M	Buy	4,730 +80	+2%	+$24.3K	1.39%	19
2025 Q4	$1.5M	Buy	4,650 +30	+0.6%	+$9.29K	1.49%	17
2025 Q3	$1.46M	Sell	4,620 -299	-6%	-$88.9K	1.41%	20
2025 Q2	$1.43M	Sell	4,919 -25	-0.5%	-$6.38K	1.44%	20
2025 Q1	$1.21M	Sell	4,944 -40	-0.8%	-$10.2K	1.32%	24
2024 Q4	$1.19M	Sell	4,984 -90	-2%	-$21K	1.25%	25
2024 Q3	$1.07M	Sell	5,074 -70	-1%	-$14.7K	1.09%	27
2024 Q2	$1.04M	Buy	5,144 +325	+7%	+$63.5K	1.05%	25
2024 Q1	$965K	Buy	4,819 +100	+2%	+$18K	1.02%	25
2023 Q4	$830K	Buy	+4,719	New	+$715K	0.97%	25
2019 Q2	–	Sell	-385	Closed	-$39K	–	128
2019 Q1	$39K	Sell	385 -114	-23%	-$11.7K	0.03%	102
2018 Q4	$49K	Buy	499 +114	+30%	+$12.1K	0.04%	85
2018 Q3	$43K	Hold	385	–	–	0.03%	88
2018 Q2	$40K	Hold	385	–	–	0.03%	88
2018 Q1	$42K	Buy	+385	New	+$43.6K	0.03%	82

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Smart Portfolios LLC's JPM Position: Q1 2026 in Review

Smart Portfolios LLC increased its JPMorgan Chase (JPM) stake by 1.7% in Q1 2026, buying an estimated $24.3K and bringing the position to 4,730 shares worth $1.39M. The position accounts for 1.39% of the portfolio, ranked #19.

Smart Portfolios LLC first reported a position in JPM in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.5M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Smart Portfolios LLC held 4,730 shares of JPMorgan Chase worth $1.39M as of Q1 2026.
Smart Portfolios LLC bought 80 JPMorgan Chase shares in Q1 2026, an estimated $24.3K.
JPMorgan Chase made up 1.39% of Smart Portfolios LLC's portfolio in Q1 2026, its #19 holding.
Smart Portfolios LLC first reported a position in JPMorgan Chase in Q1 2018 and has held it in 15 quarters since.
Smart Portfolios LLC's JPMorgan Chase position peaked at $1.5M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.