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 Q2	$750K	Sell	2,290 -165	-7%	-$51.2K	0.16%	131
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SMART Wealth's JPM Position: Q2 2026 in Review

SMART Wealth reduced its JPMorgan Chase (JPM) stake by 6.7% in Q2 2026, selling an estimated $51.2K and leaving 2,290 shares worth $750K. The position accounts for 0.16% of the portfolio, ranked #131.

SMART Wealth first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.37M in Q2 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

SMART Wealth held 2,290 shares of JPMorgan Chase worth $750K as of Q2 2026.
SMART Wealth sold 165 JPMorgan Chase shares in Q2 2026, an estimated $51.2K.
JPMorgan Chase made up 0.16% of SMART Wealth's portfolio in Q2 2026, its #131 holding.
SMART Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
SMART Wealth's JPMorgan Chase position peaked at $2.37M in Q2 2025.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.