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
Q2 		$2.89M Sell
12,700
-23,900
-65% -$4.92M ﹤0.01% 3909
2026
Q1 		$6.67M Sell
36,600
-76,100
-68% -$14.5M ﹤0.01% 3054
2025
Q4 		$20.9M Buy
112,700
+80,000
+245% +$14.5M ﹤0.01% 2033
2025
Q3 		$6.14M Buy
+32,700
New +$5.65M ﹤0.01% 3166
2022
Q1 		– Sell
-2,800
Closed -$447K – 6983
2021
Q4 		$447K Buy
+2,800
New +$427K ﹤0.01% 4909
2020
Q4 		– Sell
-209,500
Closed -$13.4M – 5908
2020
Q3 		$13.4M Sell
209,500
-19,900
-9% -$1.3M ﹤0.01% 1800
2020
Q2 		$15.7M Sell
229,400
-97,800
-30% -$6.13M ﹤0.01% 1545
2020
Q1 		$17.9M Buy
327,200
+286,900
+712% +$34.3M ﹤0.01% 1328
2019
Q4 		$6M Sell
40,300
-380,400
-90% -$57M ﹤0.01% 2550
2019
Q3 		$65.5M Sell
420,700
-325,600
-44% -$50.6M 0.01% 823
2019
Q2 		$119M Buy
746,300
+389,400
+109% +$67.1M 0.02% 614
2019
Q1 		$65M Buy
+356,900
New +$63.4M 0.01% 837
2018
Q1 		– Sell
-43,800
Closed -$7.52M – 5614
2017
Q4 		$7.52M Hold
43,800
– – ﹤0.01% 2348
2017
Q3 		$7.08M Hold
43,800
– – ﹤0.01% 2279
2017
Q2 		$7.08M Buy
+43,800
New +$7.13M ﹤0.01% 2231
2013
Q3 		– Sell
-63,780
Closed -$9.47M – 4449
2013
Q2 		$9.47M Buy
+63,780
New +$10.2M ﹤0.01% 1714

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase reduced its Simon Property Group (SPG) stake by 25% in Q2 2026, selling an estimated $287M and leaving 4,276,720 shares worth $973M. The position accounts for 0.05% of the portfolio, ranked #286.

JP Morgan Chase first reported a position in SPG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.25B in Q3 2025. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • JP Morgan Chase held 4,276,720 shares of Simon Property Group worth $973M as of Q2 2026.
  • JP Morgan Chase sold 1,395,700 Simon Property Group shares in Q2 2026, an estimated $287M.
  • Simon Property Group made up 0.05% of JP Morgan Chase's portfolio in Q2 2026, its #286 holding.
  • JP Morgan Chase first reported a position in Simon Property Group in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Simon Property Group position peaked at $1.25B in Q3 2025.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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