Current Value of Holding

$5.96M

Shares

132k

% of Portfolio

0.01%

Average Buy Price

$46

Avg closing price
Price range

8 Jim Simons J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF Trades

Jim Simons acquired 132k J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF shares worth $5.96M. That's 0.01% of their equity portfolio (1283rd largest holding). The first J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF trade was made in Q3 2024. Since then Jim Simons bought shares four more times and sold shares on three occasions. The investor's estimated purchase price is $6.08M, resulting in a loss of 2.0%.

Avg closing price
Price range
New holding (+132k shares) Q2 2026
Avg closing price $46.02
Price range $45.80 - $46.26
Sold -207k shares Q1 2026
Avg closing price $46.33
Price range $45.83 - $46.57
Sold 70.8% shares (-502k shares) Q4 2025
Avg closing price $46.33
Price range $46.16 - $46.52
Sold 5.3% shares (-39.9k shares) Q3 2025
Avg closing price $46.30
Price range $46.01 - $46.55
Increased shares by 47.7% (+242k shares) Q2 2025
Avg closing price $45.82
Price range $45.12 - $46.32
Increased shares by 552.3% (+429k shares) Q1 2025
Avg closing price $45.88
Price range $45.46 - $46.18
Increased shares by 99.8% (+38.8k shares) Q4 2024
Avg closing price $45.85
Price range $45.60 - $46.25
New holding (+38.9k shares) Q3 2024
Avg closing price $45.87
Price range $45.16 - $46.39

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