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
2023
Q4 		– Sell
-18,775
Closed -$406K – 7555
2023
Q3 		$406K Buy
+18,775
New +$409K ﹤0.01% 4603

Other funds holding CDX

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase's CDX Position: Q4 2023 in Review

JP Morgan Chase sold out of Simplify High Yield ETF (CDX) in Q4 2023, closing a stake of 18,775 shares — an estimated $406K sold.

JP Morgan Chase first reported a position in CDX in Q3 2023 and held it in 1 quarter. The position peaked at $406K in Q3 2023. 9 funds tracked by Wall St. Rank hold CDX as of Q4 2023.

  • JP Morgan Chase reported no remaining Simplify High Yield ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 18,775 Simplify High Yield ETF shares in Q4 2023, an estimated $406K.
  • JP Morgan Chase first reported a position in Simplify High Yield ETF in Q3 2023 and held it in 1 quarter.
  • JP Morgan Chase's Simplify High Yield ETF position peaked at $406K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.