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J P Morgan Exchange-traded F shares owned by SIMA Wealth Partners

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JAVA) shares owned by SIMA Wealth Partners from 13F filings

Historical chart of SIMA Wealth Partners investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.8M 95k 71.75
2025-12-31 $6.8M 96k 71.72
2025-09-30 $6.9M 100k 68.96

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding J P Morgan Exchange-traded F

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Ameriprise Financial
OpenArc Corporate Advisory
Morgan Stanley
Cetera Investment Advisers
Bank of America Corporation
Royal Bank of Canada
Envestnet Asset Management
Vestmark Advisory Solutions
Nelson, Van Denburg & Campbell Wealth Management
Pnc Financial Services
Stephenson National Bank & Trust
Orrstown Financial Services

View all funds holding J P Morgan Exchange-traded F