JP Morgan Chase
SVOL icon

JP Morgan Chase’s Simplify Volatility Premium ETF SVOL Stock Holding History

JP Morgan Chase’s Portfolio SVOL Stock Details SVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.5K Buy
+2,551
New +$43K ﹤0.01% 6300
2025
Q2 		– Sell
-472
Closed -$8.58K – 7619
2025
Q1 		$8.58K Sell
472
-7,929
-94% -$161K ﹤0.01% 6340
2024
Q4 		$175K Buy
8,401
+835
+11% +$18K ﹤0.01% 5538
2024
Q3 		$166K Sell
7,566
-7,592
-50% -$169K ﹤0.01% 5490
2024
Q2 		$340K Buy
15,158
+176
+1% +$3.96K ﹤0.01% 4881
2024
Q1 		$339K Buy
14,982
+9,139
+156% +$208K ﹤0.01% 5038
2023
Q4 		$133K Sell
5,843
-11,099
-66% -$250K ﹤0.01% 5602
2023
Q3 		$381K Buy
+16,942
New +$388K ﹤0.01% 4643

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 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 SVOL Position: Q1 2026 in Review

JP Morgan Chase opened a new position in Simplify Volatility Premium ETF (SVOL) in Q1 2026: 2,551 shares worth $38.5K. The stake represents ﹤0.01% of the portfolio and ranks #6300 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in SVOL as recently as Q1 2025.

JP Morgan Chase first reported a position in SVOL in Q3 2023 and has held it in 8 quarters since. The position peaked at $381K in Q3 2023. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • JP Morgan Chase held 2,551 shares of Simplify Volatility Premium ETF worth $38.5K as of Q1 2026.
  • Simplify Volatility Premium ETF was a new JP Morgan Chase position in Q1 2026.
  • Simplify Volatility Premium ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6300 holding.
  • JP Morgan Chase first reported a position in Simplify Volatility Premium ETF in Q3 2023 and has held it in 8 quarters since.
  • JP Morgan Chase's Simplify Volatility Premium ETF position peaked at $381K in Q3 2023.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

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