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 Q2	$16.1M	Buy	49,181 +13,781	+39%	+$4.28M	0.54%	39
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Simplicity Wealth's JPM Position: Q2 2026 in Review

Simplicity Wealth increased its JPMorgan Chase (JPM) stake by 39% in Q2 2026, buying an estimated $4.28M and bringing the position to 49,181 shares worth $16.1M. The position accounts for 0.54% of the portfolio, ranked #39.

Simplicity Wealth first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.3M in Q2 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Simplicity Wealth held 49,181 shares of JPMorgan Chase worth $16.1M as of Q2 2026.
Simplicity Wealth bought 13,781 JPMorgan Chase shares in Q2 2026, an estimated $4.28M.
JPMorgan Chase made up 0.54% of Simplicity Wealth's portfolio in Q2 2026, its #39 holding.
Simplicity Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Simplicity Wealth's JPMorgan Chase position peaked at $23.3M in Q2 2024.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.