J P Morgan Exchange Traded Fund (JVAL): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 171

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$58.64

+20.0% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of JVAL (all 13F filers)

Avidian Wealth Enterprises1.2 MWealth adviser+34 K
Captrust Financial Advisors1.2 MWealth adviser−47 K
LPL Financial1.1 MWealth adviser+490 K
Affinity Wealth627 KWealth adviser+29 K
Bank of America581 KBank or trading desk+21 K
JPMorgan Chase578 KBank or trading desk+4,325
Mainsail Financial Group414 KType not verified+23 K
Morgan Stanley294 KBank or trading desk+192 K
Thrivent Financial for Lutherans283 KInsurance holding−111 K
Osaic Holdings175 KWealth adviser+40 K

Filer	Type
Avidian Wealth Enterprises	Wealth adviser	1.2 M	+34 K	$71.4M
Captrust Financial Advisors	Wealth adviser	1.2 M	−47 K	$67.5M
LPL Financial	Wealth adviser	1.1 M	+490 K	$66.5M
Affinity Wealth	Wealth adviser	627 K	+29 K	$36.8M
Bank of America	Bank or trading desk	581 K	+21 K	$34.0M
JPMorgan Chase	Bank or trading desk	578 K	+4,325	$33.7M
Mainsail Financial Group	Type not verified	414 K	+23 K	$24.3M
Morgan Stanley	Bank or trading desk	294 K	+192 K	$17.2M
Thrivent Financial for Lutherans	Insurance holding	283 K	−111 K	$16.6M
Osaic Holdings	Wealth adviser	175 K	+40 K	$10.2M

Avidian Wealth Enterprises
Shares
1.2 M
Change
+34 K
See more
Type
Wealth adviser
Value
$71.4M
Captrust Financial Advisors
Shares
1.2 M
Change
−47 K
See more
Type
Wealth adviser
Value
$67.5M
LPL Financial
Shares
1.1 M
Change
+490 K
See more
Type
Wealth adviser
Value
$66.5M
Affinity Wealth
Shares
627 K
Change
+29 K
See more
Type
Wealth adviser
Value
$36.8M
Bank of America
Shares
581 K
Change
+21 K
See more
Type
Bank or trading desk
Value
$34.0M
JPMorgan Chase
Shares
578 K
Change
+4,325
See more
Type
Bank or trading desk
Value
$33.7M
Mainsail Financial Group
Shares
414 K
Change
+23 K
See more
Type
Type not verified
Value
$24.3M
Morgan Stanley
Shares
294 K
Change
+192 K
See more
Type
Bank or trading desk
Value
$17.2M
Thrivent Financial for Lutherans
Shares
283 K
Change
−111 K
See more
Type
Insurance holding
Value
$16.6M
Osaic Holdings
Shares
175 K
Change
+40 K
See more
Type
Wealth adviser
Value
$10.2M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗