JPMorgan Chase & Co’s Simplify Hedged Equity ETF HEQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Sell |
3,418
-21
| -0.6% | -$631 | ﹤0.01% | 4782 |
|
|
2025
Q1 | $98.3K | Sell |
3,439
-191
| -5% | -$5.46K | ﹤0.01% | 4744 |
|
|
2024
Q4 | $107K | Buy |
3,630
+392
| +12% | +$11.6K | ﹤0.01% | 4755 |
|
|
2024
Q3 | $93.5K | Buy |
3,238
+2,466
| +319% | +$71.2K | ﹤0.01% | 4754 |
|
|
2024
Q2 | $21.4K | Sell |
772
-75
| -9% | -$2.08K | ﹤0.01% | 5132 |
|
|
2024
Q1 | $22.4K | Sell |
847
-2,091
| -71% | -$55.4K | ﹤0.01% | 5212 |
|
|
2023
Q4 | $74.2K | Buy |
2,938
+2,218
| +308% | +$56K | ﹤0.01% | 4883 |
|
|
2023
Q3 | $17.5K | Sell |
720
-219
| -23% | -$5.34K | ﹤0.01% | 5176 |
|
|
2023
Q2 | $23.3K | Sell |
939
-163,681
| -99% | -$4.06M | ﹤0.01% | 5019 |
|
|
2023
Q1 | $3.89M | Buy |
164,620
+13,033
| +9% | +$308K | ﹤0.01% | 2608 |
|
|
2022
Q4 | $3.42M | Buy |
151,587
+141,587
| +1,416% | +$3.2M | ﹤0.01% | 2627 |
|
|
2022
Q3 | $228K | Hold |
10,000
| – | – | ﹤0.01% | 4112 |
|
|
2022
Q2 | $230K | Hold |
10,000
| – | – | ﹤0.01% | 4255 |
|
|
2022
Q1 | $245K | Hold |
10,000
| – | – | ﹤0.01% | 4349 |
|
|
2021
Q4 | $256K | Buy |
+10,000
| New | +$256K | ﹤0.01% | 4412 |
|