Jim Simons
JAVA icon

Jim Simons’s JPMorgan Active Value ETF JAVA Stock Holding History

Jim Simons’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 		$929K Buy
11,700
+8,100
+225% +$619K ﹤0.01% 2343
2026
Q1 		$258K Sell
3,600
-7,300
-67% -$542K ﹤0.01% 2852
2025
Q4 		$782K Sell
10,900
-1,800
-14% -$126K ﹤0.01% 2389
2025
Q3 		$876K Buy
12,700
+8,900
+234% +$597K ﹤0.01% 2555
2025
Q2 		$249K Buy
+3,800
New +$237K ﹤0.01% 3098

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Jim Simons's JAVA Position: Q2 2026 in Review

Jim Simons increased its JPMorgan Active Value ETF (JAVA) stake by 225% in Q2 2026, buying an estimated $619K and bringing the position to 11,700 shares worth $929K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Jim Simons first reported a position in JAVA in Q2 2025 and has held it in 5 quarters since. 233 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Jim Simons held 11,700 shares of JPMorgan Active Value ETF worth $929K as of Q2 2026.
  • Jim Simons bought 8,100 JPMorgan Active Value ETF shares in Q2 2026, an estimated $619K.
  • JPMorgan Active Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2343 holding.
  • Jim Simons first reported a position in JPMorgan Active Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 233 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.