J P MORGAN EXCHANGE TRADED F

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JVAL·46641Q753·US·ETF·Unknown - Unknown

JVAL (J P MORGAN EXCHANGE TRADED F) is held by 48 institutional investors as of Q1 2026. Largest holders: CAPTRUST FINANCIAL ADVISORS ($58.6M), LPL Financial LLC ($31.5M), BANK OF AMERICA CORP /DE/ ($27.3M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (48)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CAPTRUST FINANCIAL ADVISORS	Increased	1.2M(+1.2%)	$58.6M	0.1%	+17.86%	36
LPL Financial LLC	Decreased	644,056(-1.4%)	$31.5M	0.0%	+63.47%	0
BANK OF AMERICA CORP /DE/	Increased	559,159(+4.0%)	$27.3M	0.0%	+35.42%	30
JPMORGAN CHASE & CO	Increased	573,270(+48.0%)	$27.3M	0.0%	+28.98%	39
Cerity Partners LLC	Decreased	175,947(-64.9%)	$8.6M	0.0%	+93.17%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	174,998(-0.1%)	$8.6M	0.0%	+65.04%	0
Cetera Investment Advisers	Decreased	154,443(-8.9%)	$7.5M	0.0%	+70.02%	0
Mariner, LLC	Decreased	147,209(-2.4%)	$7.2M	0.0%	+20.14%	0
OSAIC HOLDINGS, INC.	Decreased	134,581(-6.7%)	$6.6M	0.0%	+59.46%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	128,596(+22.7%)	$6.3M	0.0%	+41.89%	33
RAYMOND JAMES FINANCIAL INC	Decreased	117,861(-8.0%)	$5.8M	0.0%	+38.12%	0
OPOrion Porfolio Solutions, LLC	Decreased	116,821(-17.4%)	$5.7M	0.0%	+82.44%	0
MORGAN STANLEY	Increased	101,861(+5.3%)	$5M	0.0%	+45.51%	28
EP Wealth Advisors, LLC	Increased	50,231(+0.0%)	$2.5M	0.0%	+37.95%	26
Private Advisor Group, LLC	Increased	48,645(+252.7%)	$2.4M	0.0%	+27.56%	42
Envestnet Portfolio Solutions, Inc.	Decreased	45,165(-5.5%)	$2.2M	0.0%	+73.73%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	38,795(-0.8%)	$1.9M	0.0%	+61.68%	0
IWIntegrated Wealth Concepts LLC	Increased	37,201(+23.4%)	$1.8M	0.0%	+60.54%	31
ROYAL BANK OF CANADA	Increased	31,692(+71.8%)	$1.5M	0.0%	+20.34%	38
CITADEL ADVISORS LLC	New	27,006	$1.3M	0.0%	+14.88%	35

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer