JP Morgan Chase’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

JP Morgan Chase’s Portfolio SPBC Stock Details SPBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.6K	Sell	226 -120	-35%	-$5.59K	﹤0.01%	6902
2026 Q1	$14K	Hold	346	–	–	﹤0.01%	6654
2025 Q4	$15.5K	Buy	+346	New	+$15.5K	﹤0.01%	6565
2022 Q3	–	Sell	-300	Closed	-$6K	–	6824
2022 Q2	$6K	Hold	300	–	–	﹤0.01%	6130
2022 Q1	$8K	Hold	300	–	–	﹤0.01%	6254
2021 Q4	$8K	Hold	300	–	–	﹤0.01%	6369
2021 Q3	$8K	Hold	300	–	–	﹤0.01%	6201
2021 Q2	$8K	Buy	+300	New	+$7.51K	﹤0.01%	6067

Other funds holding SPBC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

JP Morgan Chase reduced its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 35% in Q2 2026, selling an estimated $5.59K and leaving 226 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6902.

JP Morgan Chase first reported a position in SPBC in Q2 2021 and has held it in 8 quarters since. The position peaked at $15.5K in Q4 2025. 20 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

JP Morgan Chase held 226 shares of Simplify US Equity PLUS GBTC ETF worth $10.6K as of Q2 2026.
JP Morgan Chase sold 120 Simplify US Equity PLUS GBTC ETF shares in Q2 2026, an estimated $5.59K.
Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6902 holding.
JP Morgan Chase first reported a position in Simplify US Equity PLUS GBTC ETF in Q2 2021 and has held it in 8 quarters since.
JP Morgan Chase's Simplify US Equity PLUS GBTC ETF position peaked at $15.5K in Q4 2025.
20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

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