Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JVAL)

152 + 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
↑ +11
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — JVAL

Based on 152 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
152 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 — +26% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+26% 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.
🟡

Slight buying edge — 52% buying

68 buying62 selling
Last quarter: 68 funds bought or added vs 62 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 12 → 18 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 31% medium ■ 23% new
70 out of 152 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.
📈

Growing discovery — still being found

15 → 20 → 12 → 18 → 21 new funds/Q
New funds entering each quarter: 20 → 12 → 18 → 21. A growing number of institutions are discovering JVAL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 18% 1-2yr ■ 34% new
Of 152 current holders: 73 (48%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
12 of 152 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q1, 68 hedge funds were net buyers of JVAL (21 opened a new position, 47 added to an existing one), while 62 reduced or exited (52 trimmed, 10 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 152.

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

-- --

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

Is It Too Late to Buy J P MORGAN EXCHANGE TRADED F (JVAL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JVAL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 67d ago
JVAL
+21.4%
SPY
+15.7%

JVAL outperformed SPY by +5.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 22d ago
JVAL
+3.8%
SPY
+1.8%

Since the filing became public, JVAL outperformed SPY by +2.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: JVAL
152 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 152 141 7.8%
13F Shares 10M 10M 6.66%
Total Value $482M $476M 1.1%
New Positions 21 18 +3
Increased Positions 47 39 +8
Closed Positions 10 9 +1
Reduced Positions 52 56 -4
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 Q1)

152 + 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 institutional holders of JVAL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mainsail Financial Group, LLC 7.95% 390,737 $19.1M
2 COLUMBIA ADVISORY PARTNERS LLC 5.10% 163,496 $8.0M
3 Goodman Advisory Group, LLC 4.77% 376,094 $18.4M
4 Planned Solutions, Inc. 2.31% 144,411 $7.1M
5 Oxinas Partners, LLC 2.00% 89,720 $4.4M
6 Apeiron RIA LLC 1.99% 175,371 $8.6M
7 Avidian Wealth Enterprises, LLC 1.83% 1,184,322 $57.9M
8 MAGNOLIA CAPITAL ADVISORS LLC 1.48% 154,038 $7.5M
9 BOYUM WEALTH ARCHITECTS LLC 1.13% 49,910 $2.7M
10 Gallacher Capital Management LLC 0.67% 35,585 $1.7M
11 Auxano Advisors, LLC 0.65% 66,724 $3.3M
12 5T Wealth, LLC 0.63% 32,560 $1.6M
13 Barnes Wealth Management Group, Inc 0.59% 23,909 $1.2M
14 Cobblestone Asset Management LLC 0.50% 22,922 $1.1M
15 MN Wealth Advisors, LLC 0.44% 18,462 $902K
16 Kathmere Capital Management, LLC 0.41% 134,666 $6.6M
17 Goodwin Investment Advisory 0.29% 4,985 $244K
18 INTRUST BANK NA 0.23% 58,814 $2.9M
19 Monetary Solutions, Ltd 0.23% 4,906 $240K
20 Merited Wealth, LLC 0.23% 5,653 $276K
21 Elevation Wealth Management LLC 0.21% 4,728 $231K
22 CWM, LLC 0.19% 1,493,287 $73.0M
23 Campbell Deegan Wealth Management, LLC 0.18% 4,704 $230K
24 COOPER/HAIMS ADVISORS, LLC 0.18% 7,710 $377K
25 BNB Wealth Management, LLC 0.15% 4,831 $236K
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 — 2 quarters in a row: For 2 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?

Slight buying edge — 52% buying: Last quarter: 68 funds bought or added vs 62 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JVAL holders?

Smaller funds dominant — 16% AUM from top-100: 12 of 152 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JVAL?

46% of holders stayed for 2+ years: 70 out of 152 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.

Is it too late to buy J P MORGAN EXCHANGE TRADED F (JVAL) following the 2026 Q1 hedge fund 13F filings?

As of today, JVAL has moved +3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.8% for the SPY sector ETF — an outperformance of +2.0%. Since the quarter end (March 31, 2026), JVAL has gained +21.4% vs +15.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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