JVAL — J P MORGAN EXCHANGE TRADED F

Ownership history in COBBLESTONE CAPITAL ADVISORS LLC /NY/  ·  20 quarters on record

AI Ownership Summary

COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported J P MORGAN EXCHANGE TRADED F (JVAL) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.98% in 2024 Q1. The latest visible filing shows JVAL at 2.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JVAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COBBLESTONE CAPITAL ADVISORS LLC /NY/'s position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

JVAL was reported at 2.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.98% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JVAL stock page COBBLESTONE CAPITAL ADVISORS LLC /NY/ fund profile COBBLESTONE CAPITAL ADVISORS LLC /NY/ full holdings
How COBBLESTONE CAPITAL ADVISORS LLC /NY/ held JVAL — position size vs. price
% of Fund (quarterly)    JVAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,206,529 +16,604 +1.4% 2.75% $57.3M 2025-11-14 (Est.) $47.04
2025 Q2 REDUCED 1,189,925 -6,873 -0.6% 2.69% $52.6M 2025-08-01 $43.49
2025 Q1 ADDED 1,196,798 +5,222 +0.4% 2.72% $49.6M 2025-05-12 $41.63
2024 Q4 ADDED 1,191,576 +16,427 +1.4% 2.81% $51.5M 2025-02-05 $43.84
2024 Q3 ADDED 1,175,149 +7,915 +0.7% 2.87% $51.2M 2024-11-14 $43.13
2024 Q2 ADDED 1,167,234 +29,532 +2.6% 2.94% $47.7M 2024-08-06 $38.44
2024 Q1 ADDED 1,137,702 +32,069 +2.9% 2.98% $47.4M 2024-05-03 $38.30
2023 Q4 ADDED 1,105,633 +10,660 +1.0% 2.81% $42.7M 2024-02-09 $37.42
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JVAL

As of 2026 Q1 — sorted by position size

Mainsail Financial Group, LLC 3Y 7.95% Goodman Advisory Group, LLC 3Y 4.77% Planned Solutions, Inc. 3Y 2.31% Oxinas Partners, LLC 3Y 2.0% 5T Wealth, LLC 0.63% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.13% AVAII WEALTH MANAGEMENT, LLC 3Y 0.07% SVB WEALTH LLC 3Y 7Y 0.06% Park Edge Advisors, LLC 3Y 0.05% Triad Wealth Partners, LLC 0.03%

FAQ About COBBLESTONE CAPITAL ADVISORS LLC /NY/ and JVAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported owning JVAL?

COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported JVAL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported JVAL position in COBBLESTONE CAPITAL ADVISORS LLC /NY/'s portfolio?

The largest reported portfolio weight for JVAL was 2.98% in 2024 Q1.

What is the latest reported JVAL position on this page?

The most recent filing on this page is 2025 Q3, when COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported 1,206,529 shares, equal to 2.75% of portfolio, with an estimated market value of $57.3M.

What does the chart on this JVAL ownership page compare?

The chart compares COBBLESTONE CAPITAL ADVISORS LLC /NY/'s quarterly JVAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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