JP Morgan Chase
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JP Morgan Chase’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

JP Morgan Chase’s Portfolio CTA Stock Details CTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Buy
11,530
+6,978
+153% +$207K ﹤0.01% 5403
2026
Q1 		$139K Buy
4,552
+4,324
+1,896% +$126K ﹤0.01% 5659
2025
Q4 		$6.21K Sell
228
-235,852
-100% -$6.48M ﹤0.01% 6775
2025
Q3 		$6.6M Buy
236,080
+235,980
+235,980% +$6.52M ﹤0.01% 3117
2025
Q2 		$2.67K Hold
100
– – ﹤0.01% 6498
2025
Q1 		$2.96K Buy
+100
New +$2.91K ﹤0.01% 6499

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase increased its Simplify Managed Futures Strategy ETF (CTA) stake by 153% in Q2 2026, buying an estimated $207K and bringing the position to 11,530 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #5403.

JP Morgan Chase first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.6M in Q3 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • JP Morgan Chase held 11,530 shares of Simplify Managed Futures Strategy ETF worth $300K as of Q2 2026.
  • JP Morgan Chase bought 6,978 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $207K.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5403 holding.
  • JP Morgan Chase first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • JP Morgan Chase's Simplify Managed Futures Strategy ETF position peaked at $6.6M in Q3 2025.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

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