Current Value of Holding

$61.2 Million

Shares

311 Thousand

% of Portfolio

0.10%

Average Buy Price

$152

Avg closing price
Price range

28 Jim Simons JPMorgan Chase Trades

Jim Simons's position in JPMorgan Chase is currently worth $61.2 Million. That's 0.10% of their equity portfolio (241st largest holding). The first JPMorgan Chase trade was made in Q2 2013. Since then Jim Simons bought shares twelve more times and sold shares on fifteen occasions. The stake costed the investor $47.1 Million, netting the investor a gain of 30% so far.

Avg closing price
Price range
Sold 65.2% shares (-583 Thousand shares) Q1 2024
Avg closing price $180.44
Price range $167.09 - $200.30
New holding (+893 Thousand shares) Q4 2023
Avg closing price $151.54
Price range $135.69 - $170.30
Sold -2.81 Thousand shares Q2 2023
Avg closing price $137.54
Price range $127.47 - $145.44
New holding (+2.81 Thousand shares) Q1 2023
Avg closing price $137.02
Price range $124.91 - $143.80
Sold -3.2 Million shares Q4 2022
Avg closing price $126.71
Price range $101.96 - $138.18
Sold 18.6% shares (-730 Thousand shares) Q3 2022
Avg closing price $114.76
Price range $104.50 - $123.63
Increased shares by 244.8% (+2.79 Million shares) Q2 2022
Avg closing price $123.90
Price range $112.61 - $135.91
Sold 65.9% shares (-2.2 Million shares) Q1 2022
Avg closing price $147.61
Price range $128.30 - $168.44
Increased shares by 1543.7% (+3.14 Million shares) Q4 2021
Avg closing price $164.22
Price range $153.94 - $171.78
Sold 53.2% shares (-231 Thousand shares) Q3 2021
Avg closing price $156.78
Price range $146.97 - $166.98
New holding (+434 Thousand shares) Q2 2021
Avg closing price $157.05
Price range $147.37 - $166.44
Sold -2.2 Million shares Q3 2020
Avg closing price $98.20
Price range $91.28 - $103.82
Increased shares by 32.3% (+539 Thousand shares) Q2 2020
Avg closing price $94.88
Price range $84.03 - $113.45
New holding (+1.67 Million shares) Q1 2020
Avg closing price $121.49
Price range $79.03 - $141.09
Sold -1.06 Million shares Q4 2019
Avg closing price $128.25
Price range $111.82 - $139.40
Sold 64.1% shares (-1.9 Million shares) Q3 2019
Avg closing price $113.11
Price range $104.80 - $120.23
New holding (+2.97 Million shares) Q2 2019
Avg closing price $110.26
Price range $104.64 - $116.12
Sold -2.05 Million shares Q4 2018
Avg closing price $106.55
Price range $92.14 - $115.32
New holding (+2.05 Million shares) Q3 2018
Avg closing price $113.52
Price range $103.61 - $118.63
Sold -1.42 Million shares Q4 2017
Avg closing price $101.25
Price range $95.86 - $107.83

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