JPMorgan Chase & Co’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,025
| Closed | -$31.7K | – | 6570 |
|
2025
Q1 | $31.7K | Buy |
1,025
+450
| +78% | +$13.9K | ﹤0.01% | 5162 |
|
2024
Q4 | $19.2K | Buy |
+575
| New | +$19.2K | ﹤0.01% | 5231 |
|
2024
Q3 | – | Sell |
-100
| Closed | -$3.23K | – | 6483 |
|
2024
Q2 | $3.23K | Buy |
+100
| New | +$3.23K | ﹤0.01% | 5434 |
|
2023
Q2 | – | Sell |
-1,856
| Closed | -$47.5K | – | 6261 |
|
2023
Q1 | $47.5K | Buy |
1,856
+1,739
| +1,486% | +$44.5K | ﹤0.01% | 4915 |
|
2022
Q4 | $3K | Buy |
+117
| New | +$3K | ﹤0.01% | 5315 |
|