Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JVAL)

166 + Investors. Track Smart Money conviction in JVAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
3Q ▲
Buyers last Q
48%

Smart Money Signals — JVAL

Based on 166 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added JVAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
166 hedge funds hold JVAL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 48% buying

68 buying74 selling
Last quarter: 74 funds reduced or exited vs 68 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 18 → 21 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 26% medium ■ 25% new
81 out of 166 hedge funds have held JVAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+13% value, -6% shares)

Value
+13%
Shares
-6%
Last quarter: total value of institutional JVAL holdings rose +13% even though funds reduced share count by 6%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

21 → 12 → 18 → 21 → 25 new funds/Q
New funds entering each quarter: 12 → 18 → 21 → 25. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 52% veterans vs 33% newcomers

■ 52% veterans ■ 15% 1-2yr ■ 33% new
Entry-cohort mix of 166 holders: 86 (52%) are 2+ year veterans, 25 entered 1–2 years ago, and 55 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
11 of 166 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JVAL

In 2026 Q2, 68 hedge funds were net buyers of JVAL (25 opened a new position, 43 added to an existing one), while 74 reduced or exited (63 trimmed, 11 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in JVAL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 166.

Hedge Fund Ownership: JVAL

How many hedge funds hold JVAL — quarterly history vs. share price
Quarterly hedge fund ownership of JVAL vs. share price

Market Analysis: JVAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JVAL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: JVAL
166 + Investors

Track Smart Money conviction in JVAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 166 152 9.21%
13F Shares 10M 10M -6.36%
Total Value $546M $482M 13.35%
New Positions 25 21 +4
Increased Positions 43 47 -4
Closed Positions 11 11 -
Reduced Positions 63 52 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JVAL

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Financial Highlights

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Institutional Holders (2026 Q2)

166 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JVAL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JVAL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mainsail Financial Group, LLC 8.24% 413,727 $24.3M
2 Columbia Advisory Partners LLC 5.35% 165,339 $9.7M
3 Apeiron RIA LLC 2.47% 164,391 $9.6M
4 Planned Solutions, Inc. 2.40% 143,018 $8.4M
5 Oxinas Partners, LLC 2.01% 86,756 $5.1M
6 Avidian Wealth Enterprises, LLC 1.98% 1,217,925 $71.4M
7 Magnolia Capital Advisors LLC 1.55% 154,332 $9.1M
8 Boyum Wealth Architects LLC 1.15% 49,707 $2.9M
9 Auxano Advisors, LLC 0.80% 71,797 $4.2M
10 RiverGlades Family Offices LLC 0.64% 23,731 $1.4M
11 Barnes Wealth Management Group, Inc 0.62% 22,791 $1.3M
12 5T Wealth, LLC 0.61% 28,011 $1.6M
13 Goodwin Investment Advisory 0.59% 4,985 $292K
14 Gallacher Capital Management LLC 0.54% 16,492 $967K
15 MN Wealth Advisors, LLC 0.45% 18,212 $1.1M
16 Kathmere Capital Management, LLC 0.41% 130,843 $7.7M
17 Cobblestone Asset Management LLC 0.32% 12,904 $757K
18 Addison Advisors LLC 0.31% 11,085 $650K
19 Monetary Solutions, Ltd 0.25% 4,906 $288K
20 Merited Wealth, LLC 0.23% 5,653 $331K
21 Intrust Bank NA 0.22% 51,214 $3.0M
22 Elevation Wealth Management LLC 0.21% 4,728 $277K
23 Campbell Deegan Wealth Management, LLC 0.20% 4,721 $277K
24 Cooper/Haims Advisors, LLC 0.17% 6,795 $398K
25 Anson Capital, Inc. 0.16% 4,226 $248K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — J P Morgan Exchange Traded F (JVAL)

What does the Smart Money Trend signal show for JVAL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added JVAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JVAL?

More sellers than buyers — 48% buying: Last quarter: 74 funds reduced or exited vs 68 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JVAL holders?

Strong quality — 30% AUM from major funds: 11 of 166 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JVAL?

49% of holders stayed for 2+ years: 81 out of 166 hedge funds have held JVAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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