Historical shareholding details of ALPS/Smith Balanced Opportunity Fund holdings in JPMorgan Chase & Co. (JPM)

Monthly changes of ALPS/Smith Balanced Opportunity Fund shareholding in JPMorgan Chase & Co. over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Jun 30, 2025	Alps/Smith Balanced Opportunity Fund	564	0.00%

Mar 31, 2025	Alps/Smith Balanced Opportunity Fund	344	0.00%

Sep 30, 2024	Alps/Smith Balanced Opportunity Fund	1,330	0.00%

Jun 30, 2024	Alps/Smith Balanced Opportunity Fund	2,810	0.00%

Mar 31, 2024	Alps/Smith Balanced Opportunity Fund	3,150	0.00%

Dec 31, 2023	Alps/Smith Balanced Opportunity Fund	3,010	0.00%

Sep 30, 2023	Alps/Smith Balanced Opportunity Fund	3,010	0.00%

Jun 30, 2023	Alps/Smith Balanced Opportunity Fund	2,305	0.00%

Mar 31, 2023	Alps/Smith Balanced Opportunity Fund	2,305	0.00%