# J P MORGAN EXCHANGE TRADED F (JVAL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/JVAL/

- Reporting holders: 10
- Reported value: $95.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $69.3M | 1,196,536 | 1.9% | 10 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $13.6M | 232,402 | 3.4% | 1 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $8.4M | 144,456 | 1.9% | 15 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $2.8M | 48,519 | 1.2% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $356.4K | 6,154 | 0.0% | 11 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $245.3K | 4,180 | 0.1% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $210.0K | 3,626 | 0.0% | 14 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $158.9K | 2,743 | 0.1% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $2.7K | 46 | 0.0% | 13 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $1.7K | 30 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $95.2M |
| Q2 2026 | 168 | $579.2M |
| Q1 2026 | 155 | $531.7M |
| Q4 2025 | 145 | $481.3M |
| Q3 2025 | 136 | $472.3M |
| Q2 2025 | 136 | $419.0M |
| Q1 2025 | 127 | $433.9M |
| Q4 2024 | 124 | $424.0M |
| Q3 2024 | 114 | $430.4M |
| Q2 2024 | 114 | $841.8M |
| Q1 2024 | 111 | $872.1M |
| Q4 2023 | 107 | $1.0B |