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Disclosery

Smith Group Asset Management, LLC: JPM position timeline

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

Smith Group Asset Management, LLC held 151,610 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,610 shares
    Change vs previous 13F +10,917 shares

    2.02% of the 13F portfolio, value $49,626,501.

    13F-HR 0001893134-26-000003 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 140,693 shares
    Change vs previous 13F +9,567 shares

    2.11% of the 13F portfolio, value $41,386,253.

    13F-HR 0001893134-26-000002 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 131,126 shares
    Change vs previous 13F +7,954 shares

    2.24% of the 13F portfolio, value $42,251,420.

    13F-HR 0001893134-26-000001 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 123,172 shares
    Change vs previous 13F +6,118 shares

    2.23% of the 13F portfolio, value $38,852,144.

    13F-HR 0001893134-25-000007 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 117,054 shares
    Change vs previous 13F +3,694 shares

    2.23% of the 13F portfolio, value $33,935,125.

    13F-HR 0001085146-25-004336 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 113,360 shares
    Change vs previous 13F +2,863 shares

    2.08% of the 13F portfolio, value $27,807,208.

    13F-HR 0001085146-25-002371 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 110,497 shares
    Change vs previous 13F +1,457 shares

    1.95% of the 13F portfolio, value $26,487,236.

    13F-HR 0001085146-25-000411 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 109,040 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $22,992,174.

    13F-HR 0001085146-24-005140 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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