Position in SMA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,431,376
+$1,794,123 QoQ
Shares Held
259,427
+18.4% QoQ
Ownership
0.469%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 260 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $4,649,813,839 across 17 REIT - Industrial names. SMA ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
19,264,378 | $2,609,745,275 | |
| 2 | PSA |
Public Storage
|
3,152,507 | $1,003,474,494 | |
| 3 | EXR |
Extra Space Storage Inc.
|
1,596,753 | $232,008,205 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
2,581,701 | $158,284,085 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
4,612,474 | $154,517,877 | |
| 6 | STAG |
STAG Industrial, Inc.
|
3,561,060 | $135,533,939 | |
| 7 | CUBE |
CubeSmart
|
2,745,082 | $109,171,907 | |
| 8 | EGP |
Eastgroup Properties Inc
|
522,802 | $105,883,084 |
All Filings in SMA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,431,376 | 259,427 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $6,637,253 | 219,196 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $13,108,006 | 423,659 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $10,887,821 | 289,262 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,154,727 | 87,075 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||