Simplex Trading’s JPMorgan Chase JPM Stock Holding History

Simplex Trading’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 Q1	$111M	Sell	377,100 -422,800	-53%	-$128M	0.07%	106
2025 Q4	$258M	Buy	799,900 +42,400	+6%	+$13.1M	0.15%	62
2025 Q3	$239M	Sell	757,500 -244,300	-24%	-$72.7M	0.12%	78
2025 Q2	$290M	Sell	1,001,800 -126,100	-11%	-$32.2M	0.17%	61
2025 Q1	$277M	Sell	1,127,900 -170,300	-13%	-$43.4M	0.18%	54
2024 Q4	$311M	Sell	1,298,200 -66,300	-5%	-$15.4M	0.17%	57
2024 Q3	$288M	Sell	1,364,500 -294,800	-18%	-$62.1M	0.17%	58
2024 Q2	$336M	Sell	1,659,300 -216,500	-12%	-$42.3M	0.21%	47
2024 Q1	$376M	Sell	1,875,800 -49,200	-3%	-$8.88M	0.22%	52
2023 Q4	$323M	Sell	1,925,000 -103,500	-5%	-$15.7M	0.21%	46
2023 Q3	$291M	Sell	2,028,500 -355,500	-15%	-$53.3M	0.23%	41
2023 Q2	$308M	Sell	2,384,000 -1,071,500	-31%	-$147M	0.25%	39
2023 Q1	$449M	Buy	3,455,500 +1,115,900	+48%	+$153M	0.39%	32
2022 Q4	$312M	Buy	2,339,600 +707,300	+43%	+$89.6M	0.34%	31
2022 Q3	$169M	Buy	1,632,300 +248,700	+18%	+$28.5M	0.19%	48
2022 Q2	$156M	Sell	1,383,600 -491,200	-26%	-$60.9M	0.17%	60
2022 Q1	$246M	Buy	1,874,800 +382,200	+26%	+$56.4M	0.23%	49
2021 Q4	$236M	Buy	1,492,600 +259,900	+21%	+$42.7M	0.24%	58
2021 Q3	$193M	Sell	1,232,700 -203,200	-14%	-$31.9M	0.18%	66
2021 Q2	$223M	Buy	1,435,900 +1,423,794	+11,761%	+$224M	0.22%	51
2021 Q1	$184M	Sell	12,106 -439	-3%	-$63.2K	0.33%	37
2020 Q4	$156M	Sell	12,545 -3,810	-23%	-$426K	0.2%	61
2020 Q3	$156M	Buy	16,355 +1,938	+13%	+$190K	0.21%	55
2020 Q2	$134M	Buy	14,417 +5,662	+65%	+$537K	0.21%	48
2020 Q1	$77.7M	Buy	8,755 +411	+5%	+$49.9K	0.14%	70
2019 Q4	$100M	Buy	8,344 +1,473	+21%	+$189K	0.22%	48
2019 Q3	$72.2M	Buy	6,871 +1,340	+24%	+$152K	0.21%	63
2019 Q2	$53.7M	Sell	5,531 -378	-6%	-$41.7K	0.15%	73
2019 Q1	$59.2M	Sell	5,909 -82	-1%	-$8.45K	0.16%	78
2018 Q4	$55.5M	Buy	5,991 +1,052	+21%	+$112K	0.16%	75
2018 Q3	$52.7M	Buy	4,939 +977	+25%	+$111K	0.17%	77
2018 Q2	$40.4M	Sell	3,962 -2,238	-36%	-$246K	0.16%	95
2018 Q1	$2.25M	Buy	6,200 +1,154	+23%	+$131K	0.1%	174
2017 Q4	$3.24M	Buy	5,046 +340	+7%	+$34.4K	0.14%	124
2017 Q3	$1.77M	Sell	4,706 -3,813	-45%	-$352K	0.07%	218
2017 Q2	$2.3M	Buy	8,519 +1,488	+21%	+$128K	0.1%	155
2017 Q1	$2.14M	Sell	7,031 -127	-2%	-$11.2K	0.09%	197
2016 Q4	$5.31M	Buy	7,158 +141	+2%	+$10.8K	0.32%	52
2016 Q3	$3.23M	Sell	7,017 -1,443	-17%	-$94.1K	0.22%	82
2016 Q2	$1.45M	Buy	8,460 +2,789	+49%	+$174K	0.1%	195
2016 Q1	$1.03M	Buy	5,671 +2,389	+73%	+$140K	0.08%	222
2015 Q4	$375K	Buy	3,282 +1,201	+58%	+$78.2K	0.03%	551
2015 Q3	$270K	Buy	2,081 +1,152	+124%	+$75.5K	0.02%	742
2015 Q2	$272K	Sell	929 -1,375	-60%	-$89.8K	0.02%	647
2015 Q1	$342K	Buy	2,304 +1,462	+174%	+$86.6K	0.04%	463
2014 Q4	$109K	Buy	+842	New	+$50.7K	0.01%	890

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.