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SMART Wealth’s JPMorgan Chase JPM Stock Holding History

SMART Wealth’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 		$722K Sell
2,455
-128
-5% -$38.8K 0.21% 114
2025
Q4 		$832K Sell
2,583
-196
-7% -$60.7K 0.25% 90
2025
Q3 		$877K Sell
2,779
-5,394
-66% -$1.6M 0.33% 75
2025
Q2 		$2.37M Buy
8,173
+2
+0% +$510 0.74% 46
2025
Q1 		$2M Sell
8,171
-395
-5% -$101K 0.72% 43
2024
Q4 		$2.05M Buy
8,566
+4,628
+118% +$1.08M 0.73% 41
2024
Q3 		$830K Buy
3,938
+2,486
+171% +$524K 0.33% 68
2024
Q2 		$294K Buy
1,452
+261
+22% +$51K 0.12% 98
2024
Q1 		$239K Hold
1,191
– – 0.11% 98
2023
Q4 		$203K Buy
+1,191
New +$180K 0.11% 79

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SMART Wealth's JPM Position: Q1 2026 in Review

SMART Wealth reduced its JPMorgan Chase (JPM) stake by 5% in Q1 2026, selling an estimated $38.8K and leaving 2,455 shares worth $722K. The position accounts for 0.21% of the portfolio, ranked #114.

SMART Wealth first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.37M in Q2 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • SMART Wealth held 2,455 shares of JPMorgan Chase worth $722K as of Q1 2026.
  • SMART Wealth sold 128 JPMorgan Chase shares in Q1 2026, an estimated $38.8K.
  • JPMorgan Chase made up 0.21% of SMART Wealth's portfolio in Q1 2026, its #114 holding.
  • SMART Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • SMART Wealth's JPMorgan Chase position peaked at $2.37M in Q2 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.