Who owns JVAL (JVAL)
Which tracked institutional funds hold JVAL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JVAL company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
25 tracked funds added or opened JVAL while 16 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JVAL’s largest tracked holder by dollar value, CWM, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JVAL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 154 tracked filers holding JVAL, 68 increased or opened the position and 63 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JVAL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- MAGNOLIA CAPITAL ADVISORS LLC$8M
- Oxinas Partners, LLC$4M
- CITADEL ADVISORS LLC$1M
- CIBC Bancorp USA Inc.$1M
- HARBOUR INVESTMENTS, INC.$767K
Full exits 2
- B. Riley Wealth Advisors, Inc.$1M
- CIBC Private Wealth Group LLC$1M
Largest adds
- CWM, LLC$34M
- JPMORGAN CHASE & CO$8M
- Avidian Wealth Enterprises, LLC$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
- Atria Investments, Inc$4M
- Auxano Advisors, LLC$3M
Largest trims
- Cerity Partners LLC$16M
- GOLDMAN SACHS GROUP INC$4M
- Thrivent Financial for Lutherans$2M
- Orion Porfolio Solutions, LLC$1M
- Goodman Advisory Group, LLC$1M
- NewEdge Advisors, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CWM, LLC added | 1,493,287 | $73M | 12.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,198,576 | $59M | 9.6% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 1,184,322 | $58M | 9.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 644,056 | $31M | 5.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 559,159 | $27M | 4.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 573,270 | $27M | 4.5% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 393,955 | $19M | 3.2% | 2026-Q1 |
| Mainsail Financial Group, LLC added | 390,737 | $19M | 3.1% | 2026-Q1 |
| Goodman Advisory Group, LLC trimmed | 376,094 | $18M | 3.0% | 2026-Q1 |
| Atria Investments, Inc added | 213,641 | $10M | 1.7% | 2026-Q1 |
| Cerity Partners LLC trimmed | 175,947 | $9M | 1.4% | 2026-Q1 |
| Apeiron RIA LLC trimmed | 175,371 | $9M | 1.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 174,998 | $9M | 1.4% | 2026-Q1 |
| COLUMBIA ADVISORY PARTNERS LLC added | 163,496 | $8M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 154,443 | $8M | 1.2% | 2026-Q1 |
| MAGNOLIA CAPITAL ADVISORS LLC new | 154,038 | $8M | 1.2% | 2026-Q1 |
| Mariner, LLC trimmed | 147,209 | $7M | 1.2% | 2026-Q1 |
| Planned Solutions, Inc. trimmed | 144,411 | $7M | 1.2% | 2026-Q1 |
| Kathmere Capital Management, LLC trimmed | 134,666 | $7M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 134,581 | $7M | 1.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 128,596 | $6M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 117,861 | $6M | 0.9% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 116,821 | $6M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 101,861 | $5M | 0.8% | 2026-Q1 |
| Oxinas Partners, LLC new | 89,720 | $4M | 0.7% | 2026-Q1 |
| Auxano Advisors, LLC added | 66,724 | $3M | 0.5% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 59,163 | $3M | 0.5% | 2026-Q1 |
| INTRUST BANK NA trimmed | 58,814 | $3M | 0.5% | 2026-Q1 |
| BOYUM WEALTH ARCHITECTS LLC added | 49,910 | $3M | 0.4% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 53,127 | $3M | 0.4% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 52,141 | $3M | 0.4% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 50,231 | $2M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 48,645 | $2M | 0.4% | 2026-Q1 |
| FIRST CITIZENS BANK & TRUST CO trimmed | 47,777 | $2M | 0.4% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 45,165 | $2M | 0.4% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 44,672 | $2M | 0.4% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 42,433 | $2M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 38,795 | $2M | 0.3% | 2026-Q1 |
| Sigma Planning Corp trimmed | 38,244 | $2M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 37,201 | $2M | 0.3% | 2026-Q1 |
| Blue Trust, Inc. added | 36,590 | $2M | 0.3% | 2026-Q1 |
| Gallacher Capital Management LLC trimmed | 35,585 | $2M | 0.3% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 34,276 | $2M | 0.3% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 32,567 | $2M | 0.3% | 2026-Q1 |
| 5T Wealth, LLC added | 32,560 | $2M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 31,692 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 27,006 | $1M | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 26,982 | $1M | 0.2% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC trimmed | 25,879 | $1M | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC | 24,405 | $1M | 0.2% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 24,148 | $1M | 0.2% | 2026-Q1 |
| Barnes Wealth Management Group, Inc added | 23,909 | $1M | 0.2% | 2026-Q1 |
| Cobblestone Asset Management LLC trimmed | 22,922 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 21,563 | $1M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 21,139 | $1M | 0.2% | 2026-Q1 |
| HUB Investment Partners, LLC added | 20,817 | $1M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC | 20,531 | $1M | 0.2% | 2026-Q1 |
| L & S Advisors Inc added | 20,328 | $993K | 0.2% | 2026-Q1 |
| MAI Capital Management | 19,350 | $945K | 0.2% | 2026-Q1 |
| SVB WEALTH LLC trimmed | 19,097 | $933K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 18,883 | $923K | 0.2% | 2026-Q1 |
| MN Wealth Advisors, LLC trimmed | 18,462 | $902K | 0.1% | 2026-Q1 |
| SCS Capital Management LLC | 17,721 | $866K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,681 | $815K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 15,707 | $767K | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 15,440 | $754K | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 13,619 | $665K | 0.1% | 2026-Q1 |
| Regal Investment Advisors LLC added | 12,441 | $608K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 12,268 | $599K | 0.1% | 2026-Q1 |
| Addison Advisors LLC trimmed | 12,140 | $593K | 0.1% | 2026-Q1 |
| Patten Group, Inc. trimmed | 11,658 | $570K | 0.1% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 11,313 | $553K | 0.1% | 2026-Q1 |
| MBL Wealth, LLC | 11,000 | $537K | 0.1% | 2026-Q1 |
| Howard Capital Management Inc. | 10,763 | $526K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 10,683 | $522K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 10,249 | $501K | 0.1% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 9,397 | $459K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 8,532 | $417K | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 8,057 | $394K | 0.1% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co | 8,035 | $393K | 0.1% | 2026-Q1 |
| COOPER/HAIMS ADVISORS, LLC added | 7,710 | $377K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 7,558 | $369K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 7,426 | $363K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 7,346 | $359K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 7,266 | $355K | 0.1% | 2026-Q1 |
| Soltis Investment Advisors LLC trimmed | 7,174 | $351K | 0.1% | 2026-Q1 |
| CHILTON INVESTMENT CO INC. | 7,063 | $345K | 0.1% | 2026-Q1 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ added | 1,206,529 | $57M | 9.4% | 2025-Q3 stale |
| Defined Financial Planning LLC trimmed | 155,620 | $7M | 1.2% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 173,874 | $7M | 1.2% | 2025-Q1 stale |
| INVENIO WEALTH PARTNERS LLC new | 110,559 | $5M | 0.8% | 2025-Q1 stale |
| Crossmark Global Holdings, Inc. trimmed | 46,850 | $2M | 0.4% | 2025-Q3 stale |
| B. Riley Wealth Advisors, Inc. added | 24,487 | $1M | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 28,130 | $1M | 0.2% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC added | 21,149 | $1M | 0.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 24,894 | $1M | 0.2% | 2025-Q1 stale |
| Blue Oak Capital, LLC trimmed | 16,148 | $714K | 0.1% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC added | 10,899 | $482K | 0.1% | 2025-Q2 stale |
| Acropolis Investment Management, LLC added | 9,885 | $437K | 0.1% | 2025-Q3 stale |
| Capital Square, LLC new | 6,495 | $319K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.