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Smith Shellnut Wilson’s JPMorgan Chase JPM Stock Holding History

Smith Shellnut Wilson’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
Q3 		$947K Buy
3,002
+1,047
+54% +$311K 0.36% 55
2025
Q2 		$567K Sell
1,955
-92
-4% -$23.5K 0.25% 63
2025
Q1 		$502K Buy
2,047
+36
+2% +$9.18K 0.23% 75
2024
Q4 		$482K Buy
2,011
+179
+10% +$41.7K 0.21% 79
2024
Q3 		$386K Hold
1,832
– – 0.17% 89
2024
Q2 		$371K Hold
1,832
– – 0.18% 86
2024
Q1 		$367K Hold
1,832
– – 0.19% 87
2023
Q4 		$312K Hold
1,832
– – 0.18% 93
2023
Q3 		$266K Hold
1,832
– – 0.16% 107
2023
Q2 		$266K Sell
1,832
-275
-13% -$37.8K 0.15% 111
2023
Q1 		$275K Sell
2,107
-166
-7% -$22.7K 0.17% 103
2022
Q4 		$305K Hold
2,273
– – 0.19% 96
2022
Q3 		$238K Hold
2,273
– – 0.16% 107
2022
Q2 		$256K Hold
2,273
– – 0.16% 108
2022
Q1 		$310K Sell
2,273
-36
-2% -$5.31K 0.16% 111
2021
Q4 		$366K Sell
2,309
-156
-6% -$25.6K 0.18% 104
2021
Q3 		$403K Buy
2,465
+600
+32% +$94.1K 0.23% 81
2021
Q2 		$290K Hold
1,865
– – 0.17% 106
2021
Q1 		$284K Buy
1,865
+275
+17% +$39.6K 0.17% 104
2020
Q4 		$202K Sell
1,590
-2,246
-59% -$251K 0.12% 127
2020
Q3 		$369 Sell
3,836
-231
-6% -$22.7K 0.14% 85
2020
Q2 		$383K Sell
4,067
-15
-0.4% -$1.42K 0.27% 69
2020
Q1 		$368K Hold
4,082
– – 0.31% 58
2019
Q4 		$569K Buy
+4,082
New +$524K 0.38% 53

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Smith Shellnut Wilson's JPM Position: Q3 2025 in Review

Smith Shellnut Wilson increased its JPMorgan Chase (JPM) stake by 54% in Q3 2025, buying an estimated $311K and bringing the position to 3,002 shares worth $947K. The position accounts for 0.36% of the portfolio, ranked #55.

Smith Shellnut Wilson first reported a position in JPM in Q4 2019 and has held it in 24 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Smith Shellnut Wilson held 3,002 shares of JPMorgan Chase worth $947K as of Q3 2025.
  • Smith Shellnut Wilson bought 1,047 JPMorgan Chase shares in Q3 2025, an estimated $311K.
  • JPMorgan Chase made up 0.36% of Smith Shellnut Wilson's portfolio in Q3 2025, its #55 holding.
  • Smith Shellnut Wilson first reported a position in JPMorgan Chase in Q4 2019 and has held it in 24 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.