JP Morgan Chase
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JP Morgan Chase’s Simplify High Yield ETF CDX Stock Holding History

JP Morgan Chase’s Portfolio CDX Stock Details CDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$164K Buy
+7,800
New +$166K ﹤0.01% 5727
2023
Q4 		– Sell
-18,775
Closed -$406K – 7555
2023
Q3 		$406K Buy
+18,775
New +$409K ﹤0.01% 4603

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase's CDX Position: Q2 2026 in Review

JP Morgan Chase opened a new position in Simplify High Yield ETF (CDX) in Q2 2026: 7,800 shares worth $164K. The stake represents ﹤0.01% of the portfolio and ranks #5727 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in CDX as recently as Q3 2023.

JP Morgan Chase first reported a position in CDX in Q3 2023 and has held it in 2 quarters since. The position peaked at $406K in Q3 2023. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • JP Morgan Chase held 7,800 shares of Simplify High Yield ETF worth $164K as of Q2 2026.
  • Simplify High Yield ETF was a new JP Morgan Chase position in Q2 2026.
  • Simplify High Yield ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5727 holding.
  • JP Morgan Chase first reported a position in Simplify High Yield ETF in Q3 2023 and has held it in 2 quarters since.
  • JP Morgan Chase's Simplify High Yield ETF position peaked at $406K in Q3 2023.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.