Jeff Yass’s iShares Global Utilities ETF JXI Stock Holding History

Jeff Yass’s Portfolio JXI Stock Details JXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.91M	Buy	+34,280	New	+$2.94M	﹤0.01%	5690
2026 Q1	–	Sell	-20,583	Closed	-$1.62M	–	13644
2025 Q4	$1.62M	Sell	20,583 -32,140	-61%	-$2.57M	﹤0.01%	6076
2025 Q3	$4.09M	Buy	52,723 +37,499	+246%	+$2.82M	﹤0.01%	4425
2025 Q2	$1.12M	Sell	15,224 -10,607	-41%	-$758K	﹤0.01%	7140
2025 Q1	$1.78M	Sell	25,831 -11,457	-31%	-$761K	﹤0.01%	5776
2024 Q4	$2.39M	Buy	37,288 +6,495	+21%	+$442K	﹤0.01%	4905
2024 Q3	$2.18M	Sell	30,793 -4,755	-13%	-$310K	﹤0.01%	5102
2024 Q2	$2.13M	Sell	35,548 -12,720	-26%	-$776K	﹤0.01%	4985
2024 Q1	$2.85M	Buy	48,268 +20,727	+75%	+$1.18M	﹤0.01%	4618
2023 Q4	$1.61M	Sell	27,541 -14,598	-35%	-$821K	﹤0.01%	5836
2023 Q3	$2.28M	Buy	42,139 +13,917	+49%	+$812K	﹤0.01%	4878
2023 Q2	$1.69M	Buy	28,222 +20,497	+265%	+$1.25M	﹤0.01%	5504
2023 Q1	$467K	Sell	7,725 -17,259	-69%	-$1.02M	﹤0.01%	8727
2022 Q4	$1.5M	Sell	24,984 -15,644	-39%	-$907K	﹤0.01%	5282
2022 Q3	$2.23M	Buy	40,628 +271	+0.7%	+$16.8K	﹤0.01%	4695
2022 Q2	$2.43M	Sell	40,357 -1,886	-4%	-$120K	﹤0.01%	4501
2022 Q1	$2.78M	Buy	42,243 +24,792	+142%	+$1.55M	﹤0.01%	4769
2021 Q4	$1.13M	Buy	+17,451	New	+$1.08M	﹤0.01%	6972
2021 Q3	–	Sell	-8,113	Closed	-$482K	–	13167
2021 Q2	$482K	Sell	8,113 -11,450	-59%	-$709K	﹤0.01%	9689
2021 Q1	$1.18M	Sell	19,563 -15,330	-44%	-$908K	﹤0.01%	7269
2020 Q4	$2.1M	Buy	34,893 +29,666	+568%	+$1.77M	﹤0.01%	4997
2020 Q3	$293K	Sell	5,227 -7,996	-60%	-$448K	﹤0.01%	8755
2020 Q2	$705K	Sell	13,223 -137,054	-91%	-$7.22M	﹤0.01%	6645
2020 Q1	$7.61M	Buy	150,277 +109,273	+266%	+$6.33M	﹤0.01%	2063
2019 Q4	$2.41M	Buy	41,004 +36,464	+803%	+$2.1M	﹤0.01%	4021
2019 Q3	$265K	Sell	4,540 -20,687	-82%	-$1.15M	﹤0.01%	8567
2019 Q2	$1.38M	Sell	25,227 -18,075	-42%	-$979K	﹤0.01%	4959
2019 Q1	$2.34M	Buy	+43,302	New	+$2.25M	﹤0.01%	3512
2018 Q4	–	Sell	-11,849	Closed	-$583K	–	9468
2018 Q3	$583K	Buy	11,849 +1,149	+11%	+$57.1K	﹤0.01%	6240
2018 Q2	$524K	Buy	+10,700	New	+$522K	﹤0.01%	6679
2018 Q1	–	Sell	-62,452	Closed	-$3.09M	–	9758
2017 Q4	$3.09M	Buy	62,452 +32,536	+109%	+$1.68M	﹤0.01%	3189
2017 Q3	$1.52M	Buy	29,916 +21,375	+250%	+$1.09M	﹤0.01%	4439
2017 Q2	$419K	Sell	8,541 -21,295	-71%	-$1.06M	﹤0.01%	6973
2017 Q1	$1.44M	Sell	29,836 -554	-2%	-$25.5K	﹤0.01%	4368
2016 Q4	$1.36M	Sell	30,390 -10,148	-25%	-$458K	﹤0.01%	4882
2016 Q3	$1.93M	Sell	40,538 -2,147	-5%	-$104K	﹤0.01%	3636
2016 Q2	$2.11M	Buy	42,685 +1,686	+4%	+$80.6K	﹤0.01%	3481
2016 Q1	$1.97M	Sell	40,999 -14,617	-26%	-$661K	﹤0.01%	3798
2015 Q4	$2.45M	Sell	55,616 -15,200	-21%	-$682K	﹤0.01%	3647
2015 Q3	$3.14M	Sell	70,816 -34,123	-33%	-$1.53M	﹤0.01%	3418
2015 Q2	$4.65M	Buy	104,939 +89,414	+576%	+$4.21M	﹤0.01%	3026
2015 Q1	$721K	Sell	15,525 -16,690	-52%	-$799K	﹤0.01%	6396
2014 Q4	$1.58M	Sell	32,215 -89,083	-73%	-$4.36M	﹤0.01%	4926
2014 Q3	$5.79M	Buy	121,298 +85,284	+237%	+$4.14M	﹤0.01%	2807
2014 Q2	$1.81M	Buy	36,014 +12,978	+56%	+$636K	﹤0.01%	4853
2014 Q1	$1.1M	Sell	23,036 -86,650	-79%	-$3.93M	﹤0.01%	5348
2013 Q4	$4.85M	Buy	109,686 +21,565	+24%	+$962K	﹤0.01%	2985
2013 Q3	$3.86M	Sell	88,121 -41,359	-32%	-$1.79M	﹤0.01%	3092
2013 Q2	$5.45M	Buy	+129,480	New	+$5.75M	﹤0.01%	2506

Other funds holding JXI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Jeff Yass's JXI Position: Q2 2026 in Review

Jeff Yass opened a new position in iShares Global Utilities ETF (JXI) in Q2 2026: 34,280 shares worth $2.91M. The stake represents ﹤0.01% of the portfolio and ranks #5690 among its holdings. This is a return to the name: Jeff Yass previously reported a position in JXI as recently as Q4 2025.

Jeff Yass first reported a position in JXI in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.61M in Q1 2020. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

Jeff Yass held 34,280 shares of iShares Global Utilities ETF worth $2.91M as of Q2 2026.
iShares Global Utilities ETF was a new Jeff Yass position in Q2 2026.
iShares Global Utilities ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5690 holding.
Jeff Yass first reported a position in iShares Global Utilities ETF in Q2 2013 and has held it in 49 quarters since.
Jeff Yass's iShares Global Utilities ETF position peaked at $7.61M in Q1 2020.
80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

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