Simon Quick Advisors
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Simon Quick Advisors’s JPMorgan Chase JPM Stock Holding History

Simon Quick Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.6M Buy
31,995
+4,820
+18% +$1.69M 0.4% 41
2026
Q2 		$8.9M Sell
27,175
-556
-2% -$173K 0.36% 47
2026
Q1 		$8.16M Sell
27,731
-1,015
-4% -$308K 0.37% 50
2025
Q4 		$9.26M Sell
28,746
-861
-3% -$267K 0.4% 44
2025
Q3 		$9.34M Buy
29,607
+1,084
+4% +$322K 0.42% 40
2025
Q2 		$8.27M Sell
28,523
-2,359
-8% -$602K 0.42% 40
2025
Q1 		$7.58M Buy
30,882
+5,155
+20% +$1.31M 0.43% 32
2024
Q4 		$6.17M Buy
25,727
+2,409
+10% +$561K 0.37% 35
2024
Q3 		$4.92M Buy
23,318
+3,264
+16% +$688K 0.31% 40
2024
Q2 		$4.06M Sell
20,054
-1,159
-5% -$227K 0.29% 40
2024
Q1 		$4.25M Buy
21,213
+3,967
+23% +$716K 0.32% 42
2023
Q4 		$2.93M Sell
17,246
-2,087
-11% -$316K 0.26% 57
2023
Q3 		$2.8M Buy
19,333
+2,750
+17% +$412K 0.26% 58
2023
Q2 		$2.41M Sell
16,583
-2,831
-15% -$389K 0.22% 65
2023
Q1 		$2.53M Buy
19,414
+4,464
+30% +$612K 0.27% 56
2022
Q4 		$2M Buy
14,950
+3,590
+32% +$455K 0.24% 63
2022
Q3 		$1.19M Buy
11,360
+3,431
+43% +$394K 0.17% 76
2022
Q2 		$918K Buy
7,929
+2,011
+34% +$249K 0.12% 89
2022
Q1 		$807K Sell
5,918
-5,837
-50% -$862K 0.23% 51
2021
Q4 		$1.86M Buy
11,755
+5,231
+80% +$859K 0.5% 29
2021
Q3 		$1.07M Buy
6,524
+746
+13% +$117K 0.27% 44
2021
Q2 		$898K Sell
5,778
-26
-0.4% -$4.08K 0.24% 44
2021
Q1 		$883K Buy
5,804
+423
+8% +$60.9K 0.26% 41
2020
Q4 		$684K Buy
5,381
+1,587
+42% +$177K 0.21% 46
2020
Q3 		$365K Sell
3,794
-69
-2% -$6.78K 0.1% 61
2020
Q2 		$363K Sell
3,863
-226
-6% -$21.4K 0.14% 54
2020
Q1 		$368K Sell
4,089
-2,148
-34% -$261K 0.14% 50
2019
Q4 		$869K Buy
6,237
+1,508
+32% +$193K 0.31% 42
2019
Q3 		$557K Buy
4,729
+187
+4% +$21.2K 0.25% 37
2019
Q2 		$508K Buy
4,542
+224
+5% +$24.7K 0.26% 34
2019
Q1 		$437K Buy
4,318
+117
+3% +$12.1K 0.18% 43
2018
Q4 		$410K Buy
4,201
+183
+5% +$19.5K 0.15% 48
2018
Q3 		$453K Sell
4,018
-339
-8% -$38.5K 0.18% 45
2018
Q2 		$454K Sell
4,357
-1,260
-22% -$138K 0.19% 43
2018
Q1 		$618K Sell
5,617
-168
-3% -$19K 0.26% 41
2017
Q4 		$669K Sell
5,785
-6,478
-53% -$656K 0.3% 42
2017
Q3 		$1.17M Buy
12,263
+6,745
+122% +$622K 0.42% 38
2017
Q2 		$504K Sell
5,518
-4,330
-44% -$374K 0.28% 37
2017
Q1 		$865K Buy
9,848
+1,478
+18% +$130K 0.51% 32
2016
Q4 		$722K Buy
+8,370
New +$638K 0.54% 37

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Simon Quick Advisors's JPM Position: Q3 2026 in Review

Simon Quick Advisors increased its JPMorgan Chase (JPM) stake by 18% in Q3 2026, buying an estimated $1.69M and bringing the position to 31,995 shares worth $10.6M. The position accounts for 0.4% of the portfolio, ranked #41.

Simon Quick Advisors first reported a position in JPM in Q4 2016 and has held it in 40 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Simon Quick Advisors held 31,995 shares of JPMorgan Chase worth $10.6M as of Q3 2026.
  • Simon Quick Advisors bought 4,820 JPMorgan Chase shares in Q3 2026, an estimated $1.69M.
  • JPMorgan Chase made up 0.4% of Simon Quick Advisors's portfolio in Q3 2026, its #41 holding.
  • Simon Quick Advisors first reported a position in JPMorgan Chase in Q4 2016 and has held it in 40 quarters since.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.