JP Morgan Chase
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JP Morgan Chase’s Simplify Hedged Equity ETF HEQT Stock Holding History

JP Morgan Chase’s Portfolio HEQT Stock Details HEQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.23M Buy
39,969
+2,544
+7% +$81.8K ﹤0.01% 4459
2025
Q4 		$1.2M Buy
37,425
+33,086
+763% +$1.05M ﹤0.01% 4479
2025
Q3 		$136K Buy
4,339
+921
+27% +$28.2K ﹤0.01% 5741
2025
Q2 		$103K Sell
3,418
-21
-0.6% -$609 ﹤0.01% 5592
2025
Q1 		$98.3K Sell
3,439
-191
-5% -$5.66K ﹤0.01% 5578
2024
Q4 		$107K Buy
3,630
+392
+12% +$11.6K ﹤0.01% 5732
2024
Q3 		$93.5K Buy
3,238
+2,466
+319% +$69.1K ﹤0.01% 5729
2024
Q2 		$21.4K Sell
772
-75
-9% -$2.01K ﹤0.01% 6120
2024
Q1 		$22.4K Sell
847
-2,091
-71% -$54.1K ﹤0.01% 6200
2023
Q4 		$74.2K Buy
2,938
+2,218
+308% +$55.2K ﹤0.01% 5860
2023
Q3 		$17.5K Sell
720
-219
-23% -$5.46K ﹤0.01% 6098
2023
Q2 		$23.3K Sell
939
-163,681
-99% -$3.96M ﹤0.01% 5892
2023
Q1 		$3.89M Buy
164,620
+13,033
+9% +$303K ﹤0.01% 3024
2022
Q4 		$3.42M Buy
151,587
+141,587
+1,416% +$3.3M ﹤0.01% 3141
2022
Q3 		$228K Hold
10,000
– – ﹤0.01% 4885
2022
Q2 		$230K Hold
10,000
– – ﹤0.01% 5005
2022
Q1 		$245K Hold
10,000
– – ﹤0.01% 5088
2021
Q4 		$256K Buy
+10,000
New +$253K ﹤0.01% 5217

Other funds holding HEQT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

JP Morgan Chase's HEQT Position: Q1 2026 in Review

JP Morgan Chase increased its Simplify Hedged Equity ETF (HEQT) stake by 6.8% in Q1 2026, buying an estimated $81.8K and bringing the position to 39,969 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #4459.

JP Morgan Chase first reported a position in HEQT in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.89M in Q1 2023. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • JP Morgan Chase held 39,969 shares of Simplify Hedged Equity ETF worth $1.23M as of Q1 2026.
  • JP Morgan Chase bought 2,544 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $81.8K.
  • Simplify Hedged Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4459 holding.
  • JP Morgan Chase first reported a position in Simplify Hedged Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • JP Morgan Chase's Simplify Hedged Equity ETF position peaked at $3.89M in Q1 2023.
  • 87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.