Simplex Trading’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-538,019
| Closed | -$68.2M | – | 9791 |
|
|
2022
Q3 | $56.2M | Sell |
538,019
-62,980
| -10% | -$7.23M | 0.06% | 218 |
|
|
2022
Q2 | $67.7M | Buy |
600,999
+363,295
| +153% | +$45M | 0.07% | 181 |
|
|
2022
Q1 | $32.4M | Buy |
+237,704
| New | +$35.1M | 0.03% | 393 |
|
|
2021
Q4 | – | Sell |
-4,940
| Closed | -$811K | – | 10927 |
|
|
2021
Q3 | $775K | Buy |
+4,940
| New | +$774K | ﹤0.01% | 3454 |
|
|
2021
Q2 | – | Sell |
-1,360
| Closed | -$214K | – | 10361 |
|
|
2021
Q1 | $207K | Sell |
1,360
-6,198
| -82% | -$892K | ﹤0.01% | 4689 |
|
|
2020
Q4 | $960K | Sell |
7,558
-472,128
| -98% | -$52.8M | ﹤0.01% | 2613 |
|
|
2020
Q3 | $46.2M | Buy |
479,686
+227,883
| +91% | +$22.4M | 0.06% | 173 |
|
|
2020
Q2 | $23.7M | Buy |
251,803
+24,343
| +11% | +$2.31M | 0.04% | 268 |
|
|
2020
Q1 | $20.5M | Buy |
227,460
+201,454
| +775% | +$24.5M | 0.04% | 234 |
|
|
2019
Q4 | $3.63M | Buy |
+26,006
| New | +$3.34M | 0.01% | 1007 |
|
|
2019
Q3 | – | Sell |
-84,205
| Closed | -$9.52M | – | 7559 |
|
|
2019
Q2 | $9.41M | Buy |
84,205
+50,727
| +152% | +$5.59M | 0.03% | 422 |
|
|
2019
Q1 | $3.39M | Buy |
+33,478
| New | +$3.45M | 0.01% | 948 |
|
|
2018
Q4 | – | Sell |
-1,828
| Closed | -$195K | – | 7395 |
|
|
2018
Q3 | $206K | Sell |
1,828
-99,965
| -98% | -$11.3M | ﹤0.01% | 3613 |
|
|
2018
Q2 | $10.6M | Buy |
101,793
+16,974
| +20% | +$1.86M | 0.04% | 333 |
|
|
2018
Q1 | $9.33M | Buy |
+84,819
| New | +$9.6M | 0.41% | 37 |
|
|
2017
Q4 | – | Sell |
-133,924
| Closed | -$13.6M | – | 6314 |
|
|
2017
Q3 | $12.8M | Buy |
+133,924
| New | +$12.4M | 0.52% | 28 |
|
|
2017
Q2 | – | Sell |
-69,350
| Closed | -$5.98M | – | 6448 |
|
|
2017
Q1 | $6.09M | Sell |
69,350
-34,059
| -33% | -$3M | 0.26% | 60 |
|
|
2016
Q4 | $8.92M | Buy |
+103,409
| New | +$7.89M | 0.53% | 25 |
|
|
2016
Q3 | – | Sell |
-64,557
| Closed | -$4.21M | – | 6127 |
|
|
2016
Q2 | $4.01M | Buy |
64,557
+51,601
| +398% | +$3.22M | 0.27% | 61 |
|
|
2016
Q1 | $767K | Sell |
12,956
-15,920
| -55% | -$930K | 0.06% | 289 |
|
|
2015
Q4 | $1.91M | Sell |
28,876
-63,316
| -69% | -$4.12M | 0.15% | 111 |
|
|
2015
Q3 | $5.62M | Buy |
+92,192
| New | +$6.04M | 0.41% | 48 |
|
Other funds holding JPM
VCM
VPM
Simplex Trading's JPM Position: Q4 2022 in Review
Simplex Trading sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 538,019 shares — an estimated $68.2M sold.
Simplex Trading first reported a position in JPM in Q3 2015 and held it in 22 quarters. The position peaked at $67.7M in Q2 2022. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.
- Simplex Trading reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
- Simplex Trading sold 538,019 JPMorgan Chase shares in Q4 2022, an estimated $68.2M.
- Simplex Trading first reported a position in JPMorgan Chase in Q3 2015 and held it in 22 quarters.
- Simplex Trading's JPMorgan Chase position peaked at $67.7M in Q2 2022.
- 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.
Based on Simplex Trading's 13F filing for Q4 2022, filed 2 Feb 2023.