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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $221M | Buy |
752,200
+18,600
| +3% | +$5.64M | 0.15% | 64 |
|
|
2025
Q4 | $236M | Sell |
733,600
-413,200
| -36% | -$128M | 0.13% | 66 |
|
|
2025
Q3 | $362M | Sell |
1,146,800
-19,500
| -2% | -$5.8M | 0.19% | 57 |
|
|
2025
Q2 | $338M | Buy |
1,166,300
+53,100
| +5% | +$13.6M | 0.19% | 51 |
|
|
2025
Q1 | $273M | Sell |
1,113,200
-244,600
| -18% | -$62.4M | 0.17% | 56 |
|
|
2024
Q4 | $289M | Buy |
1,357,800
+53,700
| +4% | +$12.5M | 0.16% | 61 |
|
|
2024
Q3 | $275M | Sell |
1,304,100
-10,300
| -0.8% | -$2.17M | 0.16% | 61 |
|
|
2024
Q2 | $266M | Sell |
1,314,400
-26,900
| -2% | -$5.26M | 0.16% | 59 |
|
|
2024
Q1 | $269M | Sell |
1,341,300
-278,200
| -17% | -$50.2M | 0.16% | 60 |
|
|
2023
Q4 | $275M | Sell |
1,619,500
-123,900
| -7% | -$18.8M | 0.18% | 54 |
|
|
2023
Q3 | $252M | Sell |
1,743,400
-240,800
| -12% | -$36.1M | 0.2% | 44 |
|
|
2023
Q2 | $289M | Sell |
1,984,200
-761,200
| -28% | -$105M | 0.24% | 40 |
|
|
2023
Q1 | $358M | Buy |
2,745,400
+789,400
| +40% | +$108M | 0.31% | 35 |
|
|
2022
Q4 | $262M | Buy |
1,956,000
+30,600
| +2% | +$3.88M | 0.29% | 37 |
|
|
2022
Q3 | $201M | Sell |
1,925,400
-106,600
| -5% | -$12.2M | 0.23% | 43 |
|
|
2022
Q2 | $228M | Buy |
2,032,000
+379,900
| +23% | +$47.1M | 0.24% | 40 |
|
|
2022
Q1 | $224M | Sell |
1,652,100
-172,300
| -9% | -$25.4M | 0.2% | 55 |
|
|
2021
Q4 | $288M | Buy |
1,824,400
+454,000
| +33% | +$74.6M | 0.29% | 39 |
|
|
2021
Q3 | $215M | Buy |
1,370,400
+79,700
| +6% | +$12.5M | 0.2% | 55 |
|
|
2021
Q2 | $201M | Buy |
1,290,700
+1,279,813
| +11,755% | +$201M | 0.19% | 61 |
|
|
2021
Q1 | $165M | Buy |
10,887
+947
| +10% | +$136K | 0.3% | 41 |
|
|
2020
Q4 | $125M | Sell |
9,940
-5,568
| -36% | -$622K | 0.16% | 72 |
|
|
2020
Q3 | $149M | Buy |
15,508
+3,302
| +27% | +$324K | 0.2% | 58 |
|
|
2020
Q2 | $114M | Buy |
12,206
+1,931
| +19% | +$183K | 0.18% | 65 |
|
|
2020
Q1 | $91.7M | Buy |
10,275
+5,245
| +104% | +$637K | 0.16% | 55 |
|
|
2019
Q4 | $70M | Buy |
5,030
+1,398
| +38% | +$179K | 0.15% | 74 |
|
|
2019
Q3 | $42.1M | Sell |
3,632
-2,517
| -41% | -$285K | 0.12% | 112 |
|
|
2019
Q2 | $68.7M | Buy |
6,149
+431
| +8% | +$47.5K | 0.19% | 58 |
|
|
2019
Q1 | $56.9M | Buy |
5,718
+615
| +12% | +$63.4K | 0.16% | 83 |
|
|
2018
Q4 | $49.6M | Sell |
5,103
-1,896
| -27% | -$202K | 0.15% | 81 |
|
|
2018
Q3 | $78.9M | Buy |
6,999
+2,148
| +44% | +$244K | 0.25% | 50 |
|
|
2018
Q2 | $50.4M | Buy |
4,851
+646
| +15% | +$70.9K | 0.2% | 73 |
|
|
2018
Q1 | $1.96M | Sell |
4,205
-1,809
| -30% | -$205K | 0.09% | 193 |
|
|
2017
Q4 | $597K | Sell |
6,014
-1,617
| -21% | -$164K | 0.03% | 625 |
|
|
2017
Q3 | $1.08M | Sell |
7,631
-3,695
| -33% | -$341K | 0.04% | 346 |
|
|
2017
Q2 | $1.35M | Sell |
11,326
-243
| -2% | -$21K | 0.06% | 272 |
|
|
2017
Q1 | $1.99M | Buy |
11,569
+5,382
| +87% | +$475K | 0.09% | 209 |
|
|
2016
Q4 | $298K | Buy |
6,187
+3,531
| +133% | +$269K | 0.02% | 804 |
|
|
2016
Q3 | $340K | Sell |
2,656
-4,553
| -63% | -$297K | 0.02% | 704 |
|
|
2016
Q2 | $789K | Buy |
7,209
+3,716
| +106% | +$232K | 0.05% | 358 |
|
|
2016
Q1 | $550K | Buy |
3,493
+15
| +0.4% | +$876 | 0.04% | 405 |
|
|
2015
Q4 | $413K | Buy |
3,478
+78
| +2% | +$5.08K | 0.03% | 499 |
|
|
2015
Q3 | $1.59M | Buy |
3,400
+2,780
| +448% | +$182K | 0.12% | 158 |
|
|
2015
Q2 | $105K | Sell |
620
-263
| -30% | -$17.2K | 0.01% | 1180 |
|
|
2015
Q1 | $165K | Buy |
883
+131
| +17% | +$7.76K | 0.02% | 809 |
|
|
2014
Q4 | $45K | Buy |
+752
| New | +$45.3K | 0.01% | 1451 |
|
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.