Current Value of Holding

$214M

Shares

688k

% of Portfolio

0.30%

Average Buy Price

$277

Avg closing price
Price range

36 Jim Simons JPMorgan Chase Trades

Jim Simons's position in JPMorgan Chase is currently worth $214M. That's 0.30% of their equity portfolio (51st largest holding). The first JPMorgan Chase trade was made in Q2 2013. Since then Jim Simons bought shares sixteen more times and sold shares on nineteen occasions. The stake costed the investor $191M, netting the investor a gain of 12% so far.

Avg closing price
Price range
Increased shares by 32663.0% (+686k shares) Q1 2026
Avg closing price $302.40
Price range $282.84 - $334.67
Sold 3.0% shares (-66 shares) Q4 2025
Avg closing price $309.57
Price range $294.11 - $329.17
Increased shares by 4.3% (+89 shares) Q3 2025
Avg closing price $297.45
Price range $282.78 - $316.06
Sold 91.7% shares (-23.1k shares) Q2 2025
Avg closing price $255.21
Price range $210.28 - $289.91
Increased shares by 1153.0% (+23.2k shares) Q1 2025
Avg closing price $255.15
Price range $225.19 - $279.30
Sold 99.2% shares (-253k shares) Q4 2024
Avg closing price $233.61
Price range $205.23 - $250.25
New holding (+255k shares) Q3 2024
Avg closing price $210.82
Price range $194.90 - $224.80
Sold -311k shares Q2 2024
Avg closing price $195.50
Price range $180.08 - $204.79
Sold 65.2% shares (-583k shares) Q1 2024
Avg closing price $180.44
Price range $167.09 - $200.30
New holding (+893k shares) Q4 2023
Avg closing price $151.54
Price range $135.69 - $170.30
Sold -2.81k shares Q2 2023
Avg closing price $137.54
Price range $127.47 - $145.44
New holding (+2.81k shares) Q1 2023
Avg closing price $137.02
Price range $124.91 - $143.80
Sold -3.2M shares Q4 2022
Avg closing price $126.71
Price range $101.96 - $138.18
Sold 18.6% shares (-730k shares) Q3 2022
Avg closing price $114.76
Price range $104.50 - $123.63
Increased shares by 244.8% (+2.79M shares) Q2 2022
Avg closing price $123.90
Price range $112.61 - $135.91
Sold 65.9% shares (-2.2M shares) Q1 2022
Avg closing price $147.61
Price range $128.30 - $168.44
Increased shares by 1543.7% (+3.14M shares) Q4 2021
Avg closing price $164.22
Price range $153.94 - $171.78
Sold 53.2% shares (-231k shares) Q3 2021
Avg closing price $156.78
Price range $146.97 - $166.98
New holding (+434k shares) Q2 2021
Avg closing price $157.05
Price range $147.37 - $166.44
Sold -2.2M shares Q3 2020
Avg closing price $98.20
Price range $91.28 - $103.82

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