JP Morgan Chase
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JP Morgan Chase’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

JP Morgan Chase’s Portfolio SPD Stock Details SPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,025
Closed -$31.7K – 7604
2025
Q1 		$31.7K Buy
1,025
+450
+78% +$15K ﹤0.01% 6021
2024
Q4 		$19.2K Buy
+575
New +$19.6K ﹤0.01% 6258
2024
Q3 		– Sell
-100
Closed -$3.23K – 7653
2024
Q2 		$3.23K Buy
+100
New +$3.13K ﹤0.01% 6451
2023
Q2 		– Sell
-1,856
Closed -$47.5K – 7306
2023
Q1 		$47.5K Buy
1,856
+1,739
+1,486% +$43.7K ﹤0.01% 5722
2022
Q4 		$3K Buy
+117
New +$2.95K ﹤0.01% 6262

Other funds holding SPD

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

JP Morgan Chase's SPD Position: Q2 2025 in Review

JP Morgan Chase sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2025, closing a stake of 1,025 shares — an estimated $31.7K sold.

JP Morgan Chase first reported a position in SPD in Q4 2022 and held it in 5 quarters. The position peaked at $47.5K in Q1 2023. 43 funds tracked by Wall St. Rank hold SPD as of Q2 2025.

  • JP Morgan Chase reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 1,025 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2025, an estimated $31.7K.
  • JP Morgan Chase first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2022 and held it in 5 quarters.
  • JP Morgan Chase's Simplify US Equity PLUS Downside Convexity ETF position peaked at $47.5K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.