SMITH, MOORE & CO.

Position in JPM — Jpmorgan Chase & Co

CIK 200724 CLAYTON, MO

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,657,571

+$604,491 QoQ

Shares Held

17,284

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#1,984

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SMITH, MOORE & CO. holds $7,755,636 across 6 Banks - Diversified names. JPM ranks #1 (72.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	17,284	$5,657,571
2	BAC	Bank Of America Corp /De/	10,998	$626,666
3	BMO	Bank Of Montreal /Can/	2,636	$465,781
4	WFC	Wells Fargo & Company/Mn	5,165	$426,835
5	BNY	Bank of New York Mellon Corp	2,539	$367,164
6	C	Citigroup Inc	1,512	$211,619

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,657,571	17,284	+0.6%	Shares	Sole	2026-08-12
2026-03-31	$5,053,080	17,178	-2.5%	Shares	Sole	2026-05-05
2025-12-31	$5,678,483	17,623	-5.6%	Shares	Sole	2026-01-23
2025-09-30	$5,890,024	18,673	+2.8%	Shares	Sole	2025-11-12
2025-06-30	$5,268,244	18,172	+5.2%	Shares	Sole	2025-08-13
2025-03-31	$4,239,029	17,281	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$4,170,714	17,399	-3.4%	Shares	Sole	2025-02-13
2024-09-30	$3,797,377	18,009	-0.3%	Shares	Sole	2024-11-12
2024-06-30	$3,651,804	18,055	+0.6%	Shares	Sole	2024-08-14
2024-03-31	$3,594,784	17,947	-0.3%	Shares	Sole	2024-05-13
2023-12-31	$3,060,949	17,995	-0.0%	Shares	Sole	2024-02-13
2023-09-30	$2,609,924	17,997	-4.8%	Shares	Sole	2023-11-15
2023-06-30	$2,750,270	18,910	+5.1%	Shares	Sole	2023-08-11
2023-03-31	$2,343,885	17,987	-0.5%	Shares	Sole	2023-05-12
2022-12-31	$2,424,393	18,079	+2.9%	Shares	Sole	2023-02-13
2022-09-30	$1,835,647	17,566	-0.9%	Shares	Sole	2022-11-14
2022-06-30	$1,995,787	17,723	-6.8%	Shares	Sole	2022-08-12
2022-03-31	$2,591,715	19,012	+4.8%	Shares	Sole	2022-05-12
2021-12-31	$2,871,677	18,135	+1.6%	Shares	Sole	2022-02-08
2021-09-30	$2,922,848	17,856	-3.5%	Shares	Sole	2021-11-12
2021-06-30	$2,878,267	18,505	+1.6%	Shares	Sole	2021-08-10
2021-03-31	$2,772,108	18,210	+3.4%	Shares	Sole	2021-05-14
2020-12-31	$2,237,956	17,612	+0.8%	Shares	Sole	2021-02-16
2020-09-30	$1,682,703	17,479	+6.1%	Shares	Sole	2020-11-12
2020-06-30	$1,549,168	16,470	+0.0%	Shares	Sole	2020-08-10
2020-03-31	$1,482,253	16,464	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.