Jeff Yass’s JPMorgan Active Value ETF JAVA Stock Holding History

Jeff Yass’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
2026 Q2	$923K	Sell	11,618 -10,566	-48%	-$808K	﹤0.01%	8399
2026 Q1	$1.59M	Buy	22,184 +11,710	+112%	+$869K	﹤0.01%	6708
2025 Q4	$751K	Sell	10,474 -4,792	-31%	-$336K	﹤0.01%	7863
2025 Q3	$1.05M	Sell	15,266 -9,543	-38%	-$640K	﹤0.01%	7243
2025 Q2	$1.62M	Sell	24,809 -51,025	-67%	-$3.19M	﹤0.01%	6242
2025 Q1	$4.82M	Buy	75,834 +6,800	+10%	+$441K	﹤0.01%	3724
2024 Q4	$4.37M	Buy	69,034 +45,811	+197%	+$3M	﹤0.01%	3816
2024 Q3	$1.49M	Sell	23,223 -1,360	-6%	-$83.6K	﹤0.01%	5928
2024 Q2	$1.46M	Sell	24,583 -71,077	-74%	-$4.19M	﹤0.01%	5743
2024 Q1	$5.73M	Buy	95,660 +76,659	+403%	+$4.35M	﹤0.01%	3431
2023 Q4	$1.06M	Buy	19,001 +15,033	+379%	+$784K	﹤0.01%	6864
2023 Q3	$203K	Buy	+3,968	New	+$212K	﹤0.01%	10196
2023 Q2	–	Sell	-33,501	Closed	-$1.72M	–	12619
2023 Q1	$1.72M	Buy	+33,501	New	+$1.75M	﹤0.01%	5466

Other funds holding JAVA

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 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jeff Yass's JAVA Position: Q2 2026 in Review

Jeff Yass reduced its JPMorgan Active Value ETF (JAVA) stake by 48% in Q2 2026, selling an estimated $808K and leaving 11,618 shares worth $923K. The position accounts for ﹤0.01% of the portfolio, ranked #8399.

Jeff Yass first reported a position in JAVA in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.73M in Q1 2024. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Jeff Yass held 11,618 shares of JPMorgan Active Value ETF worth $923K as of Q2 2026.
Jeff Yass sold 10,566 JPMorgan Active Value ETF shares in Q2 2026, an estimated $808K.
JPMorgan Active Value ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8399 holding.
Jeff Yass first reported a position in JPMorgan Active Value ETF in Q1 2023 and has held it in 13 quarters since.
Jeff Yass's JPMorgan Active Value ETF position peaked at $5.73M in Q1 2024.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.