Skip to main content
Livermore
Livermore
ZHEN

Smith, Salley & Associates

SEC CIK
0001482012
Latest filing
Jul 23, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Smith, Salley & Associates, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
162,429
Value
$53.2M
% of portfolio
2.3%
Quarters held
22
Since Q1 2021
Holdings of JPM by Smith, Salley & Associates, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026162,429$53.2M2.3%+1,342+0.8%AddedHolders
Q1 2026161,087$47.4M2.4%+2,733+1.7%AddedHolders
Q4 2025158,354$51.0M2.5%−10,730−6.3%ReducedHolders
Q3 2025169,084$53.3M2.7%−281−0.2%ReducedHolders
Q2 2025169,365$49.1M2.8%+3,911+2.4%AddedHolders
Q1 2025165,454$40.6M2.7%−22,863−12.1%ReducedHolders
Q4 2024188,317$45.1M2.9%+1,417+0.8%AddedHolders
Q3 2024186,900$39.4M2.6%+4,633+2.5%AddedHolders
Q2 2024182,267$36.9M2.6%+7,563+4.3%AddedHolders
Q1 2024174,704$35.0M2.7%−47,538−21.4%ReducedHolders
Q4 2023222,242$37.8M2.4%+1,114+0.5%AddedHolders
Q3 2023221,128$32.1M2.4%+6,246+2.9%AddedHolders
Q2 2023214,882$31.3M2.3%+875+0.4%AddedHolders
Q1 2023214,007$27.9M2.2%+6,121+2.9%AddedHolders
Q4 2022207,886$27.9M2.4%+494+0.2%AddedHolders
Q3 2022207,392$21.7M2.0%−1,144−0.5%ReducedHolders
Q2 2022208,536$23.5M2.0%+10,361+5.2%AddedHolders
Q1 2022198,175$27.0M2.0%+1,776+0.9%AddedHolders
Q4 2021196,399$31.1M2.2%−1,389−0.7%ReducedHolders
Q3 2021197,788$32.4M2.5%+3,110+1.6%AddedHolders
Q2 2021194,678$30.3M2.5%+2,540+1.3%AddedHolders
Q1 2021192,138$29.2M2.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.