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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 (JIRE) 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 $9.9M 130k 75.74
2025-12-31 $9.7M 130k 74.88
2025-09-30 $9.4M 128k 73.54

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

Susquehanna International
LPL Financial
FMR
Envestnet Asset Management
Eastern Bank
Commonwealth Equity Services
Mml Investors Services
CWM
Factory Mutual Insurance Company
Janney Montgomery Scott
Assetmark
Dynasty Wealth Management
Raymond James Financial
Cetera Investment Advisers
Bogart Wealth

View all funds holding J P Morgan Exchange Traded F