Smith Thornton Advisors’s JPMorgan Chase JPM Stock Holding History

Smith Thornton Advisors’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	$2.21M	Buy	6,600 +1,852	+39%	+$575K	0.97%	28
2026 Q1	$1.4M	Sell	4,748 -286	-6%	-$86.8K	0.7%	43
2025 Q4	$1.62M	Sell	5,034 -2	-0%	-$619	0.83%	33
2025 Q3	$1.59M	Buy	5,036 +126	+3%	+$37.5K	0.83%	37
2025 Q2	$1.42M	Buy	4,910 +13	+0.3%	+$3.32K	0.82%	37
2025 Q1	$1.2M	Buy	4,897 +22	+0.5%	+$5.61K	0.75%	42
2024 Q4	$1.17M	Buy	4,875 +1,164	+31%	+$271K	0.74%	50
2024 Q3	$783K	Buy	3,711 +775	+26%	+$163K	0.51%	61
2024 Q2	$594K	Buy	+2,936	New	+$574K	0.44%	67

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Smith Thornton Advisors's JPM Position: Q2 2026 in Review

Smith Thornton Advisors increased its JPMorgan Chase (JPM) stake by 39% in Q2 2026, buying an estimated $575K and bringing the position to 6,600 shares worth $2.21M. The position accounts for 0.97% of the portfolio, ranked #28.

Smith Thornton Advisors first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Smith Thornton Advisors held 6,600 shares of JPMorgan Chase worth $2.21M as of Q2 2026.
Smith Thornton Advisors bought 1,852 JPMorgan Chase shares in Q2 2026, an estimated $575K.
JPMorgan Chase made up 0.97% of Smith Thornton Advisors's portfolio in Q2 2026, its #28 holding.
Smith Thornton Advisors first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.