JP Morgan Chase
PFIX icon

JP Morgan Chase’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

JP Morgan Chase’s Portfolio PFIX Stock Details PFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87K Buy
+45
New +$2.08K ﹤0.01% 7236
2026
Q1 		– Sell
-58
Closed -$2.78K – 7801
2025
Q4 		$2.78K Sell
58
-773
-93% -$36.8K ﹤0.01% 6891
2025
Q3 		$40K Buy
831
+771
+1,285% +$41.5K ﹤0.01% 6305
2025
Q2 		$3.17K Buy
60
+52
+650% +$2.91K ﹤0.01% 6468
2025
Q1 		$391 Buy
+8
New +$407 ﹤0.01% 6721
2024
Q4 		– Sell
-46
Closed -$1.92K – 7645
2024
Q3 		$1.92K Sell
46
-10,296
-100% -$447K ﹤0.01% 6629
2024
Q2 		$495K Buy
10,342
+9,828
+1,912% +$482K ﹤0.01% 4694
2024
Q1 		$23.1K Sell
514
-2,979
-85% -$138K ﹤0.01% 6191
2023
Q4 		$141K Sell
3,493
-81
-2% -$7.29K ﹤0.01% 5578
2023
Q3 		$341K Buy
+3,574
New +$272K ﹤0.01% 4720

Other funds holding PFIX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q2 2026: 45 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #7236 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in PFIX as recently as Q4 2025.

JP Morgan Chase first reported a position in PFIX in Q3 2023 and has held it in 10 quarters since. The position peaked at $495K in Q2 2024. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • JP Morgan Chase held 45 shares of Simplify Interest Rate Hedge ETF worth $1.87K as of Q2 2026.
  • Simplify Interest Rate Hedge ETF was a new JP Morgan Chase position in Q2 2026.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7236 holding.
  • JP Morgan Chase first reported a position in Simplify Interest Rate Hedge ETF in Q3 2023 and has held it in 10 quarters since.
  • JP Morgan Chase's Simplify Interest Rate Hedge ETF position peaked at $495K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

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