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Disclosery

Smart Portfolios, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smart Portfolios, LLC on JPM, newest first. How the timeline and the estimate are built.

Smart Portfolios, LLC held 4,730 JPM shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,730 shares
    Change vs previous 13F +80 shares

    1.39% of the 13F portfolio, value $1,391,377.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 4,650 shares
    Change vs previous 13F +30 shares

    1.49% of the 13F portfolio, value $1,498,323.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 4,620 shares
    Change vs previous 13F -299 shares

    1.41% of the 13F portfolio, value $1,457,287.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 4,919 shares
    Change vs previous 13F -25 shares

    1.44% of the 13F portfolio, value $1,426,067.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 4,944 shares
    Change vs previous 13F -40 shares

    1.32% of the 13F portfolio, value $1,212,763.

    13F-HR 0001513227-25-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 4,984 shares
    Change vs previous 13F -90 shares

    1.25% of the 13F portfolio, value $1,194,715.

    13F-HR 0001513227-25-000002 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 5,074 shares
    Change vs previous 13F -70 shares

    1.09% of the 13F portfolio, value $1,069,904.

    13F-HR 0001513227-24-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 5,144 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,040,425.

    13F-HR 0001513227-24-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).