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 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 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

Smartleaf Asset Management's JPM Position: Q1 2026 in Review

Smartleaf Asset Management increased its JPMorgan Chase (JPM) stake by 5.7% in Q1 2026, buying an estimated $962K and bringing the position to 59,052 shares worth $16.8M. The position accounts for 0.61% of the portfolio, ranked #26.

Smartleaf Asset Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.1M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Smartleaf Asset Management held 59,052 shares of JPMorgan Chase worth $16.8M as of Q1 2026.
Smartleaf Asset Management bought 3,169 JPMorgan Chase shares in Q1 2026, an estimated $962K.
JPMorgan Chase made up 0.61% of Smartleaf Asset Management's portfolio in Q1 2026, its #26 holding.
Smartleaf Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's JPMorgan Chase position peaked at $18.1M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.