JP Morgan Chase
MTBA icon

JP Morgan Chase’s Simplify MBS ETF MTBA Stock Holding History

JP Morgan Chase’s Portfolio MTBA Stock Details MTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.81M Buy
179,024
+33,259
+23% +$1.64M ﹤0.01% 2922
2026
Q1 		$7.19M Buy
145,765
+5,920
+4% +$298K ﹤0.01% 2986
2025
Q4 		$7.05M Sell
139,845
-33,637
-19% -$1.7M ﹤0.01% 3010
2025
Q3 		$8.73M Buy
173,482
+49,765
+40% +$2.5M ﹤0.01% 2843
2025
Q2 		$6.2M Buy
123,717
+5,582
+5% +$278K ﹤0.01% 2959
2025
Q1 		$5.92M Sell
118,135
-317
-0.3% -$15.8K ﹤0.01% 3006
2024
Q4 		$5.89M Buy
118,452
+7,680
+7% +$387K ﹤0.01% 3199
2024
Q3 		$5.7M Buy
+110,772
New +$5.68M ﹤0.01% 3126

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

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

JP Morgan Chase increased its Simplify MBS ETF (MTBA) stake by 23% in Q2 2026, buying an estimated $1.64M and bringing the position to 179,024 shares worth $8.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2922.

JP Morgan Chase first reported a position in MTBA in Q3 2024 and has held it in 8 quarters since. 142 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • JP Morgan Chase held 179,024 shares of Simplify MBS ETF worth $8.81M as of Q2 2026.
  • JP Morgan Chase bought 33,259 Simplify MBS ETF shares in Q2 2026, an estimated $1.64M.
  • Simplify MBS ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2922 holding.
  • JP Morgan Chase first reported a position in Simplify MBS ETF in Q3 2024 and has held it in 8 quarters since.
  • 142 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

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