Patten Group, Inc. JVAL — J P MORGAN EXCHANGE TRADED F

Ownership history in Patten Group, Inc.  ·  9 quarters on record

AI Ownership Summary

Patten Group, Inc. reported J P MORGAN EXCHANGE TRADED F (JVAL) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.12% in 2024 Q4. The latest visible filing shows JVAL at 0.10% 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.

What this JVAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Patten Group, Inc.'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
2026 Q1

JVAL was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q4

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 2026 Q1

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 Patten Group, Inc. fund profile Patten Group, Inc. full holdings
How Patten Group, Inc. 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 11,658 -180 -1.5% 0.10% $570K 2026-04-24 $53.47
2025 Q4 REDUCED — — — 11,838 -171 -1.4% 0.11% $581K 2026-01-23 $50.66
2025 Q3 REDUCED — — — 12,009 -109 -0.9% 0.11% $570K 2025-11-10 $47.58
2025 Q2 REDUCED 6.2% +7.8% ❌ 12,118 -800 -6.2% 0.11% $536K 2025-07-30 $44.46
2025 Q1 REDUCED — — — 12,918 -97 -0.7% 0.12% $535K 2025-05-14 $41.56
2024 Q4 ADDED — — — 13,015 +1,482 +12.9% 0.12% $562K 2025-02-06 $43.70
2024 Q3 ADDED — — — 11,533 +363 +3.2% 0.11% $502K 2024-10-08 $41.80
2024 Q2 ADDED — — — 11,170 +2,145 +23.8% 0.11% $457K 2024-07-25 $39.98
2024 Q1 INITIATED — — — 9,025 — — 0.09% $376K 2024-04-17 $37.49

🏢 Other funds also holding JVAL

As of 2026 Q1 — sorted by position size

Mainsail Financial Group, LLC 3Y 7.95% COLUMBIA ADVISORY PARTNERS LLC 3Y 5.1% Goodman Advisory Group, LLC 3Y 4.77% Planned Solutions, Inc. 3Y 2.31% Oxinas Partners, LLC 3Y 2.0% 5T Wealth, LLC 0.63% MN Wealth Advisors, LLC 0.44% Merited Wealth, LLC 0.23% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.13% AVAII WEALTH MANAGEMENT, LLC 3Y 0.07%

FAQ About Patten Group, Inc. and JVAL

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

How long has Patten Group, Inc. reported owning JVAL?

Patten Group, Inc. reported JVAL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported JVAL position in Patten Group, Inc.'s portfolio?

The largest reported portfolio weight for JVAL was 0.12% in 2024 Q4.

What is the latest reported JVAL position on this page?

The most recent filing on this page is 2026 Q1, when Patten Group, Inc. reported 11,658 shares, equal to 0.10% of portfolio, with an estimated market value of $570K.

What does the chart on this JVAL ownership page compare?

The chart compares Patten Group, Inc.'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.

How well did Patten Group, Inc. time their JVAL position?

Based on 13F filing dates vs. subsequent JVAL price moves, Patten Group, Inc. correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on JVAL relative to SPY over the holding period was -1.0%.

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