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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in J P MORGAN EXCHANGE TRADED F

OSAIC HOLDINGS, INC. holds 174,603 shares of JVAL (J P MORGAN EXCHANGE TRADED F), worth $10.2M as of 2026-Q2. The position was increased (+29.7% shares). JVAL represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$10.2M

Current Shares

174,603

Total Value Change

-$120,373

Total Shares Change

-63,154

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
174,603
+29.7%
$10.2M0.0%$58.64
35
2026-Q1
Decreased
134,581
-6.7%
$6.6M0.0%$50.75
0
2025-Q4
Decreased
144,300
-17.2%
$7.1M0.0%$49.49
0
2025-Q3
Decreased
174,243
-7.7%
$8.1M0.0%$47.13
0
2025-Q2
Increased
188,691
+22.2%
$8.3M0.0%$43.54
33
2025-Q1
Decreased
154,395
-37.3%
$6.4M0.0%$40.45
0
2024-Q4
Increased
246,364
+3.6%
$10.6M0.0%$42.21
29
2024-Q3
Increased
237,757
+1.8%
$10.4M0.0%$42.26
28

Other major holders of JVAL: ENVESTNET ASSET MANAGEMENT INC, Envestnet Portfolio Solutions, Inc.

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