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Simplicity Wealth’s JPMorgan Chase JPM Stock Holding History

Simplicity Wealth’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 		$10.4M Buy
35,400
+2,307
+7% +$700K 0.59% 33
2025
Q4 		$10.7M Sell
33,093
-1,605
-5% -$497K 0.64% 29
2025
Q3 		$10.9M Sell
34,698
-17,887
-34% -$5.32M 0.63% 25
2025
Q2 		$15.2M Buy
52,585
+22,740
+76% +$5.8M 0.63% 29
2025
Q1 		$7.32M Buy
29,845
+13,166
+79% +$3.36M 0.57% 35
2024
Q4 		$4M Sell
16,679
-14,004
-46% -$3.26M 0.83% 23
2024
Q3 		$6.47M Sell
30,683
-84,384
-73% -$17.8M 0.6% 36
2024
Q2 		$23.3M Buy
115,067
+9,236
+9% +$1.81M 0.53% 32
2024
Q1 		$21.2M Buy
105,831
+103,659
+4,773% +$18.7M 0.51% 30
2023
Q4 		$369K Buy
+2,172
New +$329K 0.14% 120

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Simplicity Wealth's JPM Position: Q1 2026 in Review

Simplicity Wealth increased its JPMorgan Chase (JPM) stake by 7% in Q1 2026, buying an estimated $700K and bringing the position to 35,400 shares worth $10.4M. The position accounts for 0.59% of the portfolio, ranked #33.

Simplicity Wealth first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.3M in Q2 2024. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Simplicity Wealth held 35,400 shares of JPMorgan Chase worth $10.4M as of Q1 2026.
  • Simplicity Wealth bought 2,307 JPMorgan Chase shares in Q1 2026, an estimated $700K.
  • JPMorgan Chase made up 0.59% of Simplicity Wealth's portfolio in Q1 2026, its #33 holding.
  • Simplicity Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's JPMorgan Chase position peaked at $23.3M in Q2 2024.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.