Smith Group Asset Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1893134 DALLAS, TX

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$49,626,501

+$8,240,249 QoQ

Shares Held

151,610

+7.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.02%

of 13F equity value

Holder Rank

#600

of 5,058 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0% Shared 95% None 5%

Financial Services · as of Jun 30, 2026

Smith Group Asset Management, LLC holds $55,323,026 across 3 Banks - Diversified names. JPM ranks #1 (89.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	151,610	$49,626,501
2	CM	Canadian Imperial Bank Of Commerce /Can/	33,980	$3,907,700
3	BNY	Bank of New York Mellon Corp	12,370	$1,788,825

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,626,501	151,610	+7.8%	Shares	Sole	2026-08-03
2026-03-31	$41,386,252	140,693	+7.3%	Shares	Sole	2026-05-18
2025-12-31	$42,251,419	131,126	+6.5%	Shares	Sole	2026-02-10
2025-09-30	$38,852,143	123,172	+5.2%	Shares	Sole	2025-11-13
2025-06-30	$33,935,125	117,054	+3.3%	Shares	Sole	2025-07-31
2025-03-31	$27,807,208	113,360	+2.6%	Shares	Sole	2025-04-28
2024-12-31	$26,487,235	110,497	+1.3%	Shares	Sole	2025-01-23
2024-09-30	$22,992,174	109,040	+2.1%	Shares	Sole	2024-10-25
2024-06-30	$21,598,536	106,786	-31.2%	Shares	Sole	2024-07-31
2024-03-31	$31,111,397	155,324	-6.6%	Shares	Sole	2024-04-30
2023-12-31	$28,272,661	166,212	-39.8%	Shares	Sole	2024-02-12
2022-03-31	$37,623,365	275,993	-8.5%	Shares	Sole	2022-05-05
2021-12-31	$47,761,051	301,617	-2.0%	Shares	Sole	2022-02-02
2021-09-30	$50,365,121	307,686	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.