JP Morgan Chase
SPBC icon

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
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

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
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

JP Morgan Chase held its Simplify US Equity PLUS GBTC ETF (SPBC) position steady in Q1 2026 at 346 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #6654.

JP Morgan Chase first reported a position in SPBC in Q2 2021 and has held it in 7 quarters since. The position peaked at $15.5K in Q4 2025. 20 funds tracked by Wall St. Rank hold SPBC as of Q1 2026.

  • JP Morgan Chase held 346 shares of Simplify US Equity PLUS GBTC ETF worth $14K as of Q1 2026.
  • JP Morgan Chase left its Simplify US Equity PLUS GBTC ETF share count unchanged in Q1 2026.
  • Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6654 holding.
  • JP Morgan Chase first reported a position in Simplify US Equity PLUS GBTC ETF in Q2 2021 and has held it in 7 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 Q1 2026.

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