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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
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 $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Simon Quick Advisors's JPM Position: Q2 2026 in Review

Simon Quick Advisors reduced its JPMorgan Chase (JPM) stake by 2% in Q2 2026, selling an estimated $173K and leaving 27,175 shares worth $8.9M. The position accounts for 0.36% of the portfolio, ranked #47.

Simon Quick Advisors first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. The position peaked at $9.34M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Simon Quick Advisors held 27,175 shares of JPMorgan Chase worth $8.9M as of Q2 2026.
  • Simon Quick Advisors sold 556 JPMorgan Chase shares in Q2 2026, an estimated $173K.
  • JPMorgan Chase made up 0.36% of Simon Quick Advisors's portfolio in Q2 2026, its #47 holding.
  • Simon Quick Advisors first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
  • Simon Quick Advisors's JPMorgan Chase position peaked at $9.34M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.