J.E. Simmons & Co’s Matthews China Active ETF MCH Stock Holding History

J.E. Simmons & Co’s Portfolio MCH Stock Details MCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$517K	Sell	17,915 -1,337	-7%	-$38.2K	0.29%	37
2026 Q1	$507K	Sell	19,252 -8,037	-29%	-$229K	0.34%	34
2025 Q4	$770K	Buy	+27,289	New	+$797K	0.5%	26

Other funds holding MCH

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

MWA

Merkkuri Wealth Advisors Hicksville, New York $161M AUM 19.9% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

J.E. Simmons & Co's MCH Position: Q2 2026 in Review

J.E. Simmons & Co reduced its Matthews China Active ETF (MCH) stake by 6.9% in Q2 2026, selling an estimated $38.2K and leaving 17,915 shares worth $517K. The position accounts for 0.29% of the portfolio, ranked #37.

J.E. Simmons & Co first reported a position in MCH in Q4 2025 and has held it in 3 quarters since. The position peaked at $770K in Q4 2025. 17 funds tracked by Wall St. Rank hold MCH as of Q2 2026.

J.E. Simmons & Co held 17,915 shares of Matthews China Active ETF worth $517K as of Q2 2026.
J.E. Simmons & Co sold 1,337 Matthews China Active ETF shares in Q2 2026, an estimated $38.2K.
Matthews China Active ETF made up 0.29% of J.E. Simmons & Co's portfolio in Q2 2026, its #37 holding.
J.E. Simmons & Co first reported a position in Matthews China Active ETF in Q4 2025 and has held it in 3 quarters since.
J.E. Simmons & Co's Matthews China Active ETF position peaked at $770K in Q4 2025.
17 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.