Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JVAL)

133 + Investors. Track Smart Money conviction in JVAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — JVAL

Based on 133 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JVAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
133 hedge funds hold JVAL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

54 buying61 selling
Last quarter: 61 funds reduced or exited vs 54 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new JVAL position: 13 → 18 → 11 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 30% medium ■ 22% new
64 out of 133 hedge funds have held JVAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~18 new funds/quarter

17 → 13 → 18 → 11 → 18 new funds/Q
New funds entering each quarter: 13 → 18 → 11 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 17% 1-2yr ■ 32% new
Of 133 current holders: 68 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
11 of 133 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JVAL

In 2025 Q4, 54 hedge funds were net buyers of JVAL (18 opened a new position, 36 added to an existing one), while 61 reduced or exited (54 trimmed, 7 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 133.

Hedge Fund Ownership: JVAL

How many hedge funds hold JVAL — quarterly history vs. share price
Quarterly hedge fund ownership of JVAL vs. share price

Market Analysis: JVAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JVAL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: JVAL
2026 Q1 Stats Unlock in 4 days 133 + Investors

Track Smart Money conviction in JVAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 133 122 9.02%
13F Shares 10M 9M 3.1%
Total Value $470M $440M 6.86%
New Positions 18 11 +7
Increased Positions 36 31 +5
Closed Positions 7 13 -6
Reduced Positions 54 58 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JVAL

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Institutional Holders (2026 Q1)

133 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JVAL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of JVAL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mainsail Financial Group, LLC 7.95% 390,737 $19.1M
2 COLUMBIA ADVISORY PARTNERS LLC 5.10% 163,496 $8.0M
3 Goodman Advisory Group, LLC 4.77% 376,094 $18.4M
4 Planned Solutions, Inc. 2.31% 144,411 $7.1M
5 Oxinas Partners, LLC 2.00% 89,720 $4.4M
6 Apeiron RIA LLC 1.99% 175,371 $8.6M
7 Avidian Wealth Enterprises, LLC 1.83% 1,184,322 $57.9M
8 MAGNOLIA CAPITAL ADVISORS LLC 1.48% 154,038 $7.5M
9 BOYUM WEALTH ARCHITECTS LLC 1.13% 49,910 $2.7M
10 Gallacher Capital Management LLC 0.67% 35,585 $1.7M
11 Auxano Advisors, LLC 0.65% 66,724 $3.3M
12 5T Wealth, LLC 0.63% 32,560 $1.6M
13 Cobblestone Asset Management LLC 0.50% 22,922 $1.1M
14 MN Wealth Advisors, LLC 0.44% 18,462 $902K
15 Kathmere Capital Management, LLC 0.41% 134,666 $6.6M
16 Goodwin Investment Advisory 0.29% 4,985 $244K
17 INTRUST BANK NA 0.23% 58,814 $2.9M
18 Monetary Solutions, Ltd 0.23% 4,906 $240K
19 Merited Wealth, LLC 0.23% 5,653 $276K
20 Elevation Wealth Management LLC 0.21% 4,728 $231K
21 CWM, LLC 0.19% 1,493,287 $73.0M
22 Campbell Deegan Wealth Management, LLC 0.18% 4,704 $230K
23 COOPER/HAIMS ADVISORS, LLC 0.18% 7,710 $377K
24 BNB Wealth Management, LLC 0.15% 4,831 $236K
25 Anson Capital, Inc. 0.14% 4,301 $210K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — J P MORGAN EXCHANGE TRADED F (JVAL)

What does the Smart Money Trend signal show for JVAL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JVAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JVAL?

More sellers than buyers — 47% buying: Last quarter: 61 funds reduced or exited vs 54 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JVAL holders?

Smaller funds dominant — 19% AUM from top-100: 11 of 133 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JVAL?

48% of holders stayed for 2+ years: 64 out of 133 hedge funds have held JVAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.