JVAL J P MORGAN EXCHANGE-TRADED F

Ownership history in Kathmere Capital Management, LLC  ·  22 quarters on record

AI Ownership Summary

Kathmere Capital Management, LLC reported J P MORGAN EXCHANGE-TRADED F (JVAL) in 22 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.56% in 2024 Q2. The latest visible filing shows JVAL at 0.45% 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 Kathmere Capital Management, LLC'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 Q4

JVAL was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

How Kathmere Capital Management, LLC 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 Q4 REDUCED 136,936 -3,181 -2.3% 0.45% $6.7M 2026-02-14 (Est.) $51.50
2025 Q3 REDUCED 140,117 -2,889 -2.0% 0.47% $6.7M 2025-10-22 $47.37
2025 Q2 ADDED 143,006 +38,040 +36.2% 0.49% $6.3M 2025-07-16 $44.00
2025 Q1 REDUCED 104,966 -472 -0.4% 0.37% $4.3M 2025-05-01 $39.18
2024 Q4 REDUCED 105,438 -3,677 -3.4% 0.41% $4.6M 2025-01-14 $42.42
2024 Q3 REDUCED 109,115 -2,142 -1.9% 0.45% $4.8M 2024-10-15 $42.31
2024 Q2 ADDED 111,257 +318 +0.3% 0.56% $4.3M 2024-07-01 $39.13
2024 Q1 REDUCED 110,939 -5,272 -4.5% 0.53% $4.6M 2024-04-16 $37.62
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kathmere Capital Management, LLC and JVAL

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

How long has Kathmere Capital Management, LLC reported owning JVAL?

Kathmere Capital Management, LLC reported JVAL across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported JVAL position in Kathmere Capital Management, LLC's portfolio?

The largest reported portfolio weight for JVAL was 0.56% in 2024 Q2.

What is the latest reported JVAL position on this page?

The most recent filing on this page is 2025 Q4, when Kathmere Capital Management, LLC reported 136,936 shares, equal to 0.45% of portfolio, with an estimated market value of $6.7M.

What does the chart on this JVAL ownership page compare?

The chart compares Kathmere Capital Management, LLC'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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