Smith Chas P & Associates Pa Cpas / JPM
Smith Chas P & Associates Pa Cpas’s Jpmorgan Chase & Co Position
Does Smith Chas P & Associates Pa Cpas own Jpmorgan Chase & Co (JPM)? Yes — 298.0K shares worth $88M (+4.76% of its 13F portfolio) as of Q1 2026, down from 303.7K shares the prior filed quarter.
Position Value
$88M
Q1 2026
Shares
298.0K
% of Portfolio
+4.76%
Quarters Held
30
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 298.0K | $88M | +4.76% |
| Q4 2025 | 303.7K | $98M | +5.15% |
| Q3 2025 | 192.8K | $61M | +5.27% |
| Q2 2025 | 338.1K | $98M | +5.51% |
| Q1 2025 | 346.8K | $85M | +4.95% |
| Q4 2024 | 357.2K | $86M | +4.92% |
| Q3 2024 | 366.3K | $77M | +4.35% |
| Q2 2024 | 380.9K | $77M | +4.57% |
| Q1 2024 | 388.3K | $78M | +4.70% |
| Q4 2023 | 386.3K | $65,703 | +4.33% |
| Q3 2023 | 382.5K | $55,467 | +4.04% |
| Q2 2023 | 392.4K | $57,067 | +3.67% |
| Q1 2023 | 384.2K | $50,066 | +3.40% |
| Q4 2022 | 381.9K | $51,210 | +3.64% |
| Q3 2022 | 380.5K | $40M | +3.38% |
| Q2 2022 | 369.5K | $42M | +3.00% |
| Q1 2022 | 337.2K | $46M | +3.47% |
| Q4 2021 | 328.3K | $52M | +3.54% |
| Q3 2021 | 327.1K | $54M | +4.01% |
| Q2 2021 | 316.7K | $49M | +3.84% |
| Q1 2021 | 316.5K | $48M | +4.52% |
| Q4 2020 | 317.7K | $40M | +4.06% |
| Q3 2020 | 311.6K | $30M | +3.38% |
| Q2 2020 | 306.8K | $29M | +3.51% |
| Q1 2020 | 302.7K | $27M | +3.77% |
| Q4 2019 | 281.1K | $39M | +4.25% |
| Q3 2019 | 279.2K | $33M | +3.79% |
| Q2 2019 | 279.8K | $31M | +3.68% |
| Q1 2019 | 274.1K | $28M | +3.40% |
| Q4 2018 | 273.8K | $27M | +3.62% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Smith Chas P & Associates Pa Cpas’s full portfolio or all institutional holders of JPM.