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
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

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

JP Morgan Chase sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2026, closing a stake of 58 shares — an estimated $2.78K sold.

JP Morgan Chase first reported a position in PFIX in Q3 2023 and held it in 9 quarters. The position peaked at $495K in Q2 2024. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • JP Morgan Chase reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2026 after selling out during the quarter.
  • JP Morgan Chase sold 58 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $2.78K.
  • JP Morgan Chase first reported a position in Simplify Interest Rate Hedge ETF in Q3 2023 and held it in 9 quarters.
  • JP Morgan Chase's Simplify Interest Rate Hedge ETF position peaked at $495K in Q2 2024.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

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