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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
2026
Q2 		$1.03M Hold
3,150
– – 0.38% 56
2026
Q1 		$927K Sell
3,150
-22
-0.7% -$6.68K 0.4% 53
2025
Q4 		$1.02M Buy
3,172
+170
+6% +$52.6K 0.39% 52
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 		$369K 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

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

Smith Shellnut Wilson's JPM Position: Q2 2026 in Review

Smith Shellnut Wilson held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,150 shares worth $1.03M. The position accounts for 0.38% of the portfolio, ranked #56.

Smith Shellnut Wilson first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Smith Shellnut Wilson held 3,150 shares of JPMorgan Chase worth $1.03M as of Q2 2026.
  • Smith Shellnut Wilson left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.38% of Smith Shellnut Wilson's portfolio in Q2 2026, its #56 holding.
  • Smith Shellnut Wilson first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.