Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  JPMorgan Active Value ETF (JAVA)
← All JAVA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2009   Q3 0 0.00 Sell 100.00% 0.03 SEC
2009   Q2 49,300 0.03 $9.23 $455,000 SEC
2009   Q1 49,300 0.04 Reduce 67.13% 0.02 $7.32 $361,000 SEC
2008   Q4 150,000 0.03 Reduce 40.00% 0.03 $3.82 $573,000 SEC
2008   Q3 250,000 0.07 $7.60 $1,900,000 SEC
2008   Q2 250,000 0.30 $10.88 $2,720,000 SEC
2008   Q1 250,000 0.09 $15.53 $3,883,000 SEC
2007   Q4 250,000 0.10 Buy 0.10 $18.13 $4,533,000 SEC
Price snapshot:
Current price$80.52
52-week low$63.55
52-week high$81.00