Current Value of Holding

$998k

Shares

11.7k

% of Portfolio

0.00%

Average Buy Price

$69.9

Avg closing price
Price range

5 Jim Simons J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF Trades

Jim Simons's position in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF is currently worth $998k. That's 0.00% of their equity portfolio (2158th largest holding). The first J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF trade was made in Q2 2025. Since then Jim Simons bought shares two more times and sold shares on two occasions. The stake costed the investor $818k, netting the investor a gain of 22% so far.

Avg closing price
Price range
Increased shares by 225.0% (+8.1k shares) Q2 2026
Avg closing price $76.46
Price range $71.98 - $79.70
Sold 67.0% shares (-7.3k shares) Q1 2026
Avg closing price $74.42
Price range $70.29 - $76.89
Sold 14.2% shares (-1.8k shares) Q4 2025
Avg closing price $70.16
Price range $67.15 - $72.68
Increased shares by 234.2% (+8.9k shares) Q3 2025
Avg closing price $67.12
Price range $64.75 - $69.05
New holding (+3.8k shares) Q2 2025
Avg closing price $62.42
Price range $56.84 - $65.50

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