Citadel Advisors
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Citadel Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Citadel Advisors’s Portfolio JAVA Stock Details JAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,000
Closed -$414K – 13388
2025
Q3 		$414K Buy
6,000
+1,400
+30% +$94K ﹤0.01% 9583
2025
Q2 		$301K Buy
4,600
+3,200
+229% +$200K ﹤0.01% 9815
2025
Q1 		$89K Buy
+1,400
New +$90.9K ﹤0.01% 11631

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors's JAVA Position: Q2 2026 in Review

Citadel Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 231% in Q2 2026, buying an estimated $679K and bringing the position to 12,726 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #8173.

Citadel Advisors first reported a position in JAVA in Q1 2023 and has held it in 9 quarters since. The position peaked at $61.2M in Q3 2024. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Citadel Advisors held 12,726 shares of JPMorgan Active Value ETF worth $1.01M as of Q2 2026.
  • Citadel Advisors bought 8,882 JPMorgan Active Value ETF shares in Q2 2026, an estimated $679K.
  • JPMorgan Active Value ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #8173 holding.
  • Citadel Advisors first reported a position in JPMorgan Active Value ETF in Q1 2023 and has held it in 9 quarters since.
  • Citadel Advisors's JPMorgan Active Value ETF position peaked at $61.2M in Q3 2024.
  • 274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.