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Smartleaf Asset Management’s JPMorgan Chase JPM Stock Holding History

Smartleaf Asset Management’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 		$19.5M Hold
59,052
– – 0.63% 26
2026
Q1 		$16.8M Buy
59,052
+3,169
+6% +$962K 0.61% 26
2025
Q4 		$18.1M Buy
55,883
+7,485
+15% +$2.32M 0.69% 25
2025
Q3 		$15.3M Buy
48,398
+10,939
+29% +$3.25M 0.95% 12
2025
Q2 		$10.8M Sell
37,459
-2,670
-7% -$681K 0.95% 15
2025
Q1 		$9.75M Buy
40,129
+1,392
+4% +$355K 0.94% 12
2024
Q4 		$9.27M Buy
38,737
+8,327
+27% +$1.94M 0.95% 11
2024
Q3 		$6.4M Buy
30,410
+8,654
+40% +$1.82M 0.78% 19
2024
Q2 		$4.33M Buy
21,756
+4,823
+28% +$943K 0.71% 24
2024
Q1 		$3.38M Buy
16,933
+4,071
+32% +$735K 0.65% 32
2023
Q4 		$2.18M Buy
+12,862
New +$1.95M 0.58% 38

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Smartleaf Asset Management's JPM Position: Q2 2026 in Review

Smartleaf Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 59,052 shares worth $19.5M. The position accounts for 0.63% of the portfolio, ranked #26.

Smartleaf Asset Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Smartleaf Asset Management held 59,052 shares of JPMorgan Chase worth $19.5M as of Q2 2026.
  • Smartleaf Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.63% of Smartleaf Asset Management's portfolio in Q2 2026, its #26 holding.
  • Smartleaf Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.