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Smith Anglin Financial’s JPMorgan Chase JPM Stock Holding History

Smith Anglin Financial’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
2025
Q2 		$1.01M Sell
3,485
-603
-15% -$154K 0.09% 84
2025
Q1 		$1M Buy
4,088
+755
+23% +$192K 0.11% 77
2024
Q4 		$799K Buy
3,333
+2
+0.1% +$466 0.08% 91
2024
Q3 		$702K Buy
3,331
+322
+11% +$67.8K 0.07% 95
2024
Q2 		$609K Sell
3,009
-61
-2% -$11.9K 0.06% 93
2024
Q1 		$615K Buy
3,070
+389
+15% +$70.2K 0.06% 100
2023
Q4 		$456K Sell
2,681
-21
-0.8% -$3.18K 0.05% 107
2023
Q3 		$392K Buy
2,702
+511
+23% +$76.6K 0.05% 111
2023
Q2 		$319K Buy
2,191
+14
+0.6% +$1.93K 0.04% 130
2023
Q1 		$284K Buy
2,177
+130
+6% +$17.8K 0.04% 127
2022
Q4 		$275K Buy
2,047
+91
+5% +$11.5K 0.05% 112
2022
Q3 		$204K Buy
1,956
+165
+9% +$18.9K 0.04% 135
2022
Q2 		$202K Sell
1,791
-156
-8% -$19.3K 0.06% 127
2022
Q1 		$265K Buy
1,947
+202
+12% +$29.8K 0.06% 106
2021
Q4 		$276K Buy
1,745
+10
+0.6% +$1.64K 0.05% 125
2021
Q3 		$284K Sell
1,735
-37
-2% -$5.8K 0.06% 114
2021
Q2 		$276K Sell
1,772
-15
-0.8% -$2.36K 0.05% 117
2021
Q1 		$272K Buy
1,787
+26
+1% +$3.74K 0.06% 114
2020
Q4 		$224K Buy
+1,761
New +$197K 0.04% 124

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Smith Anglin Financial's JPM Position: Q2 2025 in Review

Smith Anglin Financial reduced its JPMorgan Chase (JPM) stake by 15% in Q2 2025, selling an estimated $154K and leaving 3,485 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #84.

Smith Anglin Financial first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Smith Anglin Financial held 3,485 shares of JPMorgan Chase worth $1.01M as of Q2 2025.
  • Smith Anglin Financial sold 603 JPMorgan Chase shares in Q2 2025, an estimated $154K.
  • JPMorgan Chase made up 0.09% of Smith Anglin Financial's portfolio in Q2 2025, its #84 holding.
  • Smith Anglin Financial first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
  • 4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.