Smith Group Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41.4M | Buy |
140,693
+9,567
| +7% | +$2.9M | 2.11% | 23 |
|
|
2025
Q4 | $42.3M | Buy |
131,126
+7,954
| +6% | +$2.46M | 2.24% | 17 |
|
|
2025
Q3 | $38.9M | Buy |
123,172
+6,118
| +5% | +$1.82M | 2.23% | 18 |
|
|
2025
Q2 | $33.9M | Buy |
117,054
+3,694
| +3% | +$943K | 2.23% | 16 |
|
|
2025
Q1 | $27.8M | Buy |
113,360
+2,863
| +3% | +$730K | 2.08% | 17 |
|
|
2024
Q4 | $26.5M | Buy |
110,497
+1,457
| +1% | +$339K | 1.95% | 21 |
|
|
2024
Q3 | $23M | Buy |
109,040
+2,254
| +2% | +$475K | 1.91% | 28 |
|
|
2024
Q2 | $21.6M | Sell |
106,786
-48,538
| -31% | -$9.49M | 1.92% | 24 |
|
|
2024
Q1 | $31.1M | Sell |
155,324
-10,888
| -7% | -$1.96M | 1.78% | 18 |
|
|
2023
Q4 | $28.3M | Buy |
+166,212
| New | +$25.2M | 1.65% | 13 |
|
|
2022
Q1 | $37.6M | Sell |
275,993
-25,624
| -8% | -$3.78M | 1.99% | 11 |
|
|
2021
Q4 | $47.8M | Sell |
301,617
-6,069
| -2% | -$997K | 2.2% | 12 |
|
|
2021
Q3 | $50.4M | Sell |
307,686
-10,091
| -3% | -$1.58M | 2.55% | 7 |
|
|
2021
Q2 | $49.4M | Buy |
317,777
+209
| +0.1% | +$32.8K | 2.42% | 10 |
|
|
2021
Q1 | $48.3M | Buy |
317,568
+153,926
| +94% | +$22.1M | 2.56% | 8 |
|
|
2020
Q4 | $20.8M | Sell |
163,642
-4,324
| -3% | -$483K | 1.21% | 32 |
|
|
2020
Q3 | $16.2M | Sell |
167,966
-5,537
| -3% | -$544K | 0.84% | 36 |
|
|
2020
Q2 | $16.3M | Sell |
173,503
-11,276
| -6% | -$1.07M | 0.9% | 35 |
|
|
2020
Q1 | $16.6M | Buy |
184,779
+184,205
| +32,091% | +$22.4M | 0.91% | 38 |
|
|
2019
Q4 | $80K | Sell |
574
-10
| -2% | -$1.28K | ﹤0.01% | 250 |
|
|
2019
Q3 | $69K | Sell |
584
-9,896
| -94% | -$1.12M | ﹤0.01% | 258 |
|
|
2019
Q2 | $1.17M | Sell |
10,480
-50
| -0.5% | -$5.51K | 0.04% | 117 |
|
|
2019
Q1 | $1.1M | Sell |
10,530
-257,108
| -96% | -$26.5M | 0.04% | 121 |
|
|
2018
Q4 | $26.2M | Sell |
267,638
-4,621
| -2% | -$492K | 0.92% | 40 |
|
|
2018
Q3 | $30.8M | Sell |
272,259
-9,900
| -4% | -$1.12M | 0.87% | 41 |
|
|
2018
Q2 | $29.4M | Buy |
282,159
+14,199
| +5% | +$1.56M | 0.85% | 44 |
|
|
2018
Q1 | $29.5M | Sell |
267,960
-140
| -0.1% | -$15.9K | 0.97% | 31 |
|
|
2017
Q4 | $28.7M | Buy |
268,100
+4,559
| +2% | +$462K | 0.9% | 33 |
|
|
2017
Q3 | $25.2M | Sell |
263,541
-27,005
| -9% | -$2.49M | 0.84% | 43 |
|
|
2017
Q2 | $26.6M | Buy |
290,546
+289,446
| +26,313% | +$25M | 0.82% | 47 |
|
|
2017
Q1 | $97K | Sell |
1,100
-90
| -8% | -$7.94K | ﹤0.01% | 301 |
|
|
2016
Q4 | $103K | Sell |
1,190
-181
| -13% | -$13.8K | ﹤0.01% | 297 |
|
|
2016
Q3 | $91K | Buy |
1,371
+110
| +9% | +$7.17K | ﹤0.01% | 309 |
|
|
2016
Q2 | $78K | Sell |
1,261
-556
| -31% | -$34.7K | ﹤0.01% | 321 |
|
|
2016
Q1 | $108K | Buy |
1,817
+486
| +37% | +$28.4K | ﹤0.01% | 268 |
|
|
2015
Q4 | $88K | Buy |
+1,331
| New | +$86.7K | ﹤0.01% | 301 |
|
|
2013
Q4 | – | Sell |
-246,715
| Closed | -$12.8M | – | 414 |
|
|
2013
Q3 | $12.8M | Sell |
246,715
-29,103
| -11% | -$1.56M | 0.53% | 76 |
|
|
2013
Q2 | $14.7M | Buy |
+275,818
| New | +$14M | 0.64% | 65 |
|
Other funds holding JPM
VCM
VPM
Smith Group Asset Management's JPM Position: Q1 2026 in Review
Smith Group Asset Management increased its JPMorgan Chase (JPM) stake by 7.3% in Q1 2026, buying an estimated $2.9M and bringing the position to 140,693 shares worth $41.4M. The position accounts for 2.11% of the portfolio, ranked #23.
Smith Group Asset Management first reported a position in JPM in Q2 2013 and has held it in 38 quarters since. The position peaked at $50.4M in Q3 2021. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Smith Group Asset Management held 140,693 shares of JPMorgan Chase worth $41.4M as of Q1 2026.
- Smith Group Asset Management bought 9,567 JPMorgan Chase shares in Q1 2026, an estimated $2.9M.
- JPMorgan Chase made up 2.11% of Smith Group Asset Management's portfolio in Q1 2026, its #23 holding.
- Smith Group Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 38 quarters since.
- Smith Group Asset Management's JPMorgan Chase position peaked at $50.4M in Q3 2021.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.