JP Morgan Chase
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JP Morgan Chase’s Simon Property Group SPG Stock Holding History

JP Morgan Chase’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.5K Hold
200
– – ﹤0.01% 6320
2025
Q4 		$37K Hold
200
– – ﹤0.01% 6335
2025
Q3 		$37.5K Buy
+200
New +$34.5K ﹤0.01% 6316
2024
Q4 		– Sell
-100
Closed -$16.9K – 7709
2024
Q3 		$16.9K Hold
100
– – ﹤0.01% 6268
2024
Q2 		$15.2K Buy
+100
New +$14.7K ﹤0.01% 6191
2022
Q1 		– Sell
-142,500
Closed -$22.8M – 6982
2021
Q4 		$22.8M Buy
+142,500
New +$21.8M ﹤0.01% 1715
2021
Q2 		– Sell
-373,700
Closed -$42.5M – 6593
2021
Q1 		$42.5M Sell
373,700
-120,200
-24% -$12.5M 0.01% 1237
2020
Q4 		$42.1M Sell
493,900
-53,400
-10% -$4.08M 0.01% 1157
2020
Q3 		$35M Buy
547,300
+157,300
+40% +$10.3M 0.01% 1160
2020
Q2 		$26.7M Buy
+390,000
New +$24.5M 0.01% 1196
2020
Q1 		– Sell
-83,100
Closed -$12.4M – 5692
2019
Q4 		$12.4M Buy
83,100
+30,200
+57% +$4.53M ﹤0.01% 1947
2019
Q3 		$8.23M Buy
52,900
+22,300
+73% +$3.47M ﹤0.01% 2290
2019
Q2 		$4.89M Buy
30,600
+30,100
+6,020% +$5.18M ﹤0.01% 2678
2019
Q1 		$91K Buy
+500
New +$88.9K ﹤0.01% 4920
2018
Q3 		– Sell
-59,600
Closed -$10.1M – 5812
2018
Q2 		$10.1M Buy
+59,600
New +$9.48M ﹤0.01% 2136
2018
Q1 		– Sell
-36,200
Closed -$6.22M – 5613
2017
Q4 		$6.22M Hold
36,200
– – ﹤0.01% 2498
2017
Q3 		$5.85M Hold
36,200
– – ﹤0.01% 2443
2017
Q2 		$5.86M Buy
+36,200
New +$5.89M ﹤0.01% 2372
2015
Q1 		– Sell
-350,000
Closed -$63.7M – 4251
2014
Q4 		$63.7M Sell
350,000
-169,600
-33% -$30.1M 0.01% 820
2014
Q3 		$85.4M Buy
+519,600
New +$87.5M 0.02% 682

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase reduced its Simon Property Group (SPG) stake by 10% in Q1 2026, selling an estimated $123M and leaving 5,672,420 shares worth $1.03B. The position accounts for 0.07% of the portfolio, ranked #258.

JP Morgan Chase first reported a position in SPG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.25B in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • JP Morgan Chase held 5,672,420 shares of Simon Property Group worth $1.03B as of Q1 2026.
  • JP Morgan Chase sold 643,973 Simon Property Group shares in Q1 2026, an estimated $123M.
  • Simon Property Group made up 0.07% of JP Morgan Chase's portfolio in Q1 2026, its #258 holding.
  • JP Morgan Chase first reported a position in Simon Property Group in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Simon Property Group position peaked at $1.25B in Q3 2025.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

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