Smithfield Trust’s JPMorgan Chase JPM Stock Holding History

Smithfield Trust’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 Q1	$8.4M	Buy	28,553 +607	+2%	+$184K	0.37%	50
2025 Q4	$9.01M	Buy	27,946 +1,483	+6%	+$459K	0.4%	50
2025 Q3	$8.35M	Sell	26,463 -229	-0.9%	-$68.1K	0.37%	47
2025 Q2	$7.74M	Sell	26,692 -195	-0.7%	-$49.8K	0.37%	47
2025 Q1	$6.59M	Sell	26,887 -660	-2%	-$168K	0.33%	55
2024 Q4	$6.61M	Buy	27,547 +3	+0%	+$699	0.33%	52
2024 Q3	$5.8M	Sell	27,544 -14	-0.1%	-$2.95K	0.28%	57
2024 Q2	$5.57M	Sell	27,558 -196	-0.7%	-$38.3K	0.29%	54
2024 Q1	$5.55M	Sell	27,754 -1,385	-5%	-$250K	0.29%	55
2023 Q4	$4.95M	Buy	29,139 +324	+1%	+$49.1K	0.28%	55
2023 Q3	$4.17M	Buy	28,815 +1,876	+7%	+$281K	0.26%	58
2023 Q2	$3.91M	Sell	26,939 -504	-2%	-$69.3K	0.24%	58
2023 Q1	$3.58M	Sell	27,443 -805	-3%	-$110K	0.23%	60
2022 Q4	$3.78M	Buy	28,248 +132	+0.5%	+$16.7K	0.25%	58
2022 Q3	$2.93M	Sell	28,116 -4,399	-14%	-$505K	0.21%	68
2022 Q2	$3.67M	Buy	32,515 +1,614	+5%	+$200K	0.26%	55
2022 Q1	$4.2M	Buy	30,901 +229	+0.7%	+$33.8K	0.27%	55
2021 Q4	$4.86M	Sell	30,672 -1,011	-3%	-$166K	0.3%	50
2021 Q3	$5.19M	Buy	31,683 +3,210	+11%	+$503K	0.34%	44
2021 Q2	$4.43M	Sell	28,473 -3,264	-10%	-$513K	0.29%	50
2021 Q1	$4.83M	Sell	31,737 -818	-3%	-$118K	0.33%	46
2020 Q4	$4.14M	Buy	32,555 +2,116	+7%	+$237K	0.3%	52
2020 Q3	$2.93M	Buy	30,439 +996	+3%	+$97.8K	0.24%	64
2020 Q2	$2.77M	Sell	29,443 -1,119	-4%	-$106K	0.25%	61
2020 Q1	$2.75M	Sell	30,562 -1,148	-4%	-$139K	0.29%	52
2019 Q4	$4.42M	Sell	31,710 -237	-0.7%	-$30.4K	0.41%	42
2019 Q3	$3.76M	Buy	31,947 +1,550	+5%	+$175K	0.37%	45
2019 Q2	$3.4M	Buy	30,397 +1,616	+6%	+$178K	0.35%	48
2019 Q1	$2.91M	Sell	28,781 -1,190	-4%	-$123K	0.32%	50
2018 Q4	$2.93M	Sell	29,971 -41	-0.1%	-$4.37K	0.34%	46
2018 Q3	$3.39M	Sell	30,012 -14	-0%	-$1.59K	0.37%	42
2018 Q2	$3.13M	Sell	30,026 -1,509	-5%	-$166K	0.36%	45
2018 Q1	$3.47M	Sell	31,535 -230	-0.7%	-$26K	0.42%	43
2017 Q4	$3.4M	Buy	31,765 +1,513	+5%	+$153K	0.41%	45
2017 Q3	$2.89M	Sell	30,252 -589	-2%	-$54.3K	0.39%	43
2017 Q2	$2.82M	Sell	30,841 -300	-1%	-$25.9K	0.41%	42
2017 Q1	$2.73M	Sell	31,141 -1,338	-4%	-$118K	0.43%	43
2016 Q4	$2.8M	Buy	32,479 +4,904	+18%	+$374K	0.47%	35
2016 Q3	$1.84M	Buy	27,575 +3,136	+13%	+$204K	0.33%	47
2016 Q2	$1.52M	Hold	24,439	–	–	0.28%	53
2016 Q1	$1.45M	Buy	24,439 +330	+1%	+$19.3K	0.28%	55
2015 Q4	$1.59M	Sell	24,109 -14	-0.1%	-$912	0.33%	45
2015 Q3	$1.47M	Sell	24,123 -138	-0.6%	-$9.04K	0.31%	46
2015 Q2	$1.64M	Sell	24,261 -190	-0.8%	-$12.4K	0.32%	45
2015 Q1	$1.48M	Buy	24,451 +2,392	+11%	+$142K	0.29%	51
2014 Q4	$1.38M	Sell	22,059 -12	-0.1%	-$722	0.29%	53
2014 Q3	$1.33M	Sell	22,071 -1,780	-7%	-$104K	0.27%	62
2014 Q2	$1.37M	Sell	23,851 -13	-0.1%	-$731	0.27%	61
2014 Q1	$1.45M	Sell	23,864 -5,523	-19%	-$319K	0.29%	64
2013 Q4	$1.72M	Buy	29,387 +5,871	+25%	+$322K	0.35%	53
2013 Q3	$1.22M	Sell	23,516 -2,334	-9%	-$125K	0.28%	73
2013 Q2	$1.36M	Buy	+25,850	New	+$1.31M	0.33%	63

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Smithfield Trust's JPM Position: Q1 2026 in Review

Smithfield Trust increased its JPMorgan Chase (JPM) stake by 2.2% in Q1 2026, buying an estimated $184K and bringing the position to 28,553 shares worth $8.4M. The position accounts for 0.37% of the portfolio, ranked #50.

Smithfield Trust first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.01M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Smithfield Trust held 28,553 shares of JPMorgan Chase worth $8.4M as of Q1 2026.
Smithfield Trust bought 607 JPMorgan Chase shares in Q1 2026, an estimated $184K.
JPMorgan Chase made up 0.37% of Smithfield Trust's portfolio in Q1 2026, its #50 holding.
Smithfield Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Smithfield Trust's JPMorgan Chase position peaked at $9.01M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.