Simplex Trading’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3257 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3183 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3262 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3132 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3241 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3202 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3269 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3177 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3242 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3218 |
|
|
2022
Q4 | – | Sell |
-538,019
| Closed | -$56.2M | – | 3358 |
|
|
2022
Q3 | $56.2M | Sell |
538,019
-62,980
| -10% | -$6.58M | 0.06% | 6 |
|
|
2022
Q2 | $67.7M | Buy |
600,999
+363,295
| +153% | +$40.9M | 0.07% | 6 |
|
|
2022
Q1 | $32.4M | Buy |
+237,704
| New | +$32.4M | 0.03% | 12 |
|
|
2021
Q4 | – | Sell |
-4,940
| Closed | -$775K | – | 3634 |
|
|
2021
Q3 | $775K | Buy |
+4,940
| New | +$775K | ﹤0.01% | 654 |
|
|
2021
Q2 | – | Sell |
-1,360
| Closed | -$207K | – | 3382 |
|
|
2021
Q1 | $207K | Sell |
1,360
-6,198
| -82% | -$943K | ﹤0.01% | 1077 |
|
|
2020
Q4 | $960K | Sell |
7,558
-472,128
| -98% | -$60M | ﹤0.01% | 437 |
|
|
2020
Q3 | $46.2M | Buy |
479,686
+227,883
| +91% | +$21.9M | 0.06% | 3 |
|
|
2020
Q2 | $23.7M | Buy |
251,803
+24,343
| +11% | +$2.29M | 0.04% | 11 |
|
|
2020
Q1 | $20.5M | Buy |
227,460
+201,454
| +775% | +$18.1M | 0.04% | 9 |
|
|
2019
Q4 | $3.63M | Buy |
+26,006
| New | +$3.63M | 0.01% | 76 |
|
|
2019
Q3 | – | Sell |
-84,205
| Closed | -$9.41M | – | 2427 |
|
|
2019
Q2 | $9.41M | Buy |
84,205
+50,727
| +152% | +$5.67M | 0.03% | 14 |
|
|
2019
Q1 | $3.39M | Buy |
+33,478
| New | +$3.39M | 0.01% | 65 |
|
|
2018
Q4 | – | Sell |
-1,828
| Closed | -$206K | – | 2434 |
|
|
2018
Q3 | $206K | Sell |
1,828
-99,965
| -98% | -$11.3M | ﹤0.01% | 762 |
|
|
2018
Q2 | $10.6M | Buy |
101,793
+16,974
| +20% | +$1.77M | 0.04% | 26 |
|
|
2018
Q1 | $9.33M | Buy |
+84,819
| New | +$9.33M | 0.41% | 17 |
|
|
2017
Q4 | – | Sell |
-133,924
| Closed | -$12.8M | – | 2363 |
|
|
2017
Q3 | $12.8M | Buy |
+133,924
| New | +$12.8M | 0.52% | 22 |
|
|
2017
Q2 | – | Sell |
-69,350
| Closed | -$6.09M | – | 2325 |
|
|
2017
Q1 | $6.09M | Sell |
69,350
-34,059
| -33% | -$2.99M | 0.26% | 47 |
|
|
2016
Q4 | $8.92M | Buy |
+103,409
| New | +$8.92M | 0.53% | 16 |
|
|
2016
Q3 | – | Sell |
-64,557
| Closed | -$4.01M | – | 2164 |
|
|
2016
Q2 | $4.01M | Buy |
64,557
+51,601
| +398% | +$3.21M | 0.27% | 32 |
|
|
2016
Q1 | $767K | Sell |
12,956
-15,920
| -55% | -$942K | 0.06% | 159 |
|
|
2015
Q4 | $1.91M | Sell |
28,876
-63,316
| -69% | -$4.18M | 0.15% | 64 |
|
|
2015
Q3 | $5.62M | Buy |
+92,192
| New | +$5.62M | 0.41% | 21 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 2181 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 2082 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1690 |
|