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Disclosery

JPMORGAN CHASE & CO: SMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on SMG, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 131,137 SMG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,137 shares
    Change vs previous 13F -44,158 shares

    <0.01% of the 13F portfolio, value $9,018,306.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    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/A 175,295 shares
    Change vs previous 13F -1,890 shares

    <0.01% of the 13F portfolio, value $10,538,768.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    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 177,185 shares
    Change vs previous 13F +21,687 shares

    <0.01% of the 13F portfolio, value $10,338,776.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    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/A 155,498 shares
    Change vs previous 13F +27,422 shares

    <0.01% of the 13F portfolio, value $8,855,949.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    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 128,076 shares
    Change vs previous 13F -399,067 shares

    <0.01% of the 13F portfolio, value $8,448,247.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    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 527,143 shares
    Change vs previous 13F -31,978 shares

    <0.01% of the 13F portfolio, value $28,934,906.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    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 559,121 shares
    Change vs previous 13F -32,031 shares

    <0.01% of the 13F portfolio, value $37,092,188.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    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/A 591,152 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $51,252,962.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

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