JVAL β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Mainsail Financial Group, LLC  Β·  13 quarters on record

AI Ownership Summary

Mainsail Financial Group, LLC reported J P MORGAN EXCHANGE TRADED F (JVAL) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.54% in 2025 Q1. The latest visible filing shows JVAL at 7.79% 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 Mainsail Financial Group, 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 7.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.54% in 2025 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 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 Mainsail Financial Group, LLC held JVAL β€” position size vs. price
% of Fund (quarterly)    JVAL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 381,712 +7,513 +2.0% 7.79% $18.7M 2026-02-14 (Est.) $51.50
2025 Q3 ADDED 374,199 +7,939 +2.2% 7.64% $17.8M 2025-10-24 $48.00
2025 Q2 ADDED 366,260 +2,603 +0.7% 7.60% $16.3M 2025-07-17 $44.28
2025 Q1 ADDED 363,657 +58,478 +19.2% 8.54% $15.1M 2025-04-15 $37.75
2024 Q4 ADDED 305,179 +9,586 +3.2% 7.64% $13.2M 2025-01-28 $43.75
2024 Q3 ADDED 295,593 +5,714 +2.0% 7.63% $12.9M 2024-10-22 $42.14
2024 Q2 ADDED 289,879 +44,349 +18.1% 6.97% $11.8M 2024-07-16 $41.33
2024 Q1 ADDED 245,530 +13,146 +5.7% 7.04% $10.2M 2024-04-19 $37.50
2023 Q4 ADDED 232,384 +203,055 +692.3% 6.79% $8.8M 2024-01-19 $36.63
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Mainsail Financial Group, 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 Mainsail Financial Group, LLC reported owning JVAL?

Mainsail Financial Group, LLC reported JVAL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JVAL position in Mainsail Financial Group, LLC's portfolio?

The largest reported portfolio weight for JVAL was 8.54% in 2025 Q1.

What is the latest reported JVAL position on this page?

The most recent filing on this page is 2025 Q4, when Mainsail Financial Group, LLC reported 381,712 shares, equal to 7.79% of portfolio, with an estimated market value of $18.7M.

What does the chart on this JVAL ownership page compare?

The chart compares Mainsail Financial Group, 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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