End-of-day close from stored market data, not a live quote.
Sign in to see your position size
We’ll show you if JVAL is in your portfolio and how much it contributes.
Sign inLoading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
12 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
169 filers reported a long position in JVAL for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Avidian Wealth Enterprises, LLC | $71.4M | 1.2M | +2.8% |
| CAPTRUST FINANCIAL ADVISORS | $67.5M | 1.2M | -3.9% |
| LPL Financial LLC | $66.5M | 1.1M | +76.1% |
| AFFINITY WEALTH LLC | $36.8M | 627.1K | +4.8% |
| BANK OF AMERICA CORP /DE/ | $34M | 580.5K | +3.8% |
| JPMORGAN CHASE & CO | $33.7M | 577.6K | +0.8% |
| Mainsail Financial Group, LLC | $24.3M | 413.7K | +5.9% |
| MORGAN STANLEY | $17.2M | 293.8K | +188.4% |
| THRIVENT FINANCIAL FOR LUTHERANS | $16.6M | 282.7K | -28.2% |
| OSAIC HOLDINGS, INC. | $10.2M | 174.6K | +29.7% |
Unlock detailed insider transactions, institutional holder changes, factor exposures, and personalized alerts. Start free with your own portfolio.