JP Morgan Chase
TUA icon

JP Morgan Chase’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

JP Morgan Chase’s Portfolio TUA Stock Details TUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$22 – 7913
2025
Q4 		$22 Buy
+1
New +$22 ﹤0.01% 7301
2025
Q3 		– Sell
-10,595
Closed -$233K – 7737
2025
Q2 		$233K Buy
10,595
+10,585
+105,850% +$232K ﹤0.01% 5156
2025
Q1 		$220 Buy
+10
New +$215 ﹤0.01% 6788
2024
Q1 		– Sell
-4,334
Closed -$100K – 7908
2023
Q4 		$100K Buy
+4,334
New +$96.4K ﹤0.01% 5731
2023
Q3 		– Sell
-32,509
Closed -$737K – 7753
2023
Q2 		$737K Buy
+32,509
New +$798K ﹤0.01% 4260

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return