JVAL — J P Morgan Exchange Traded F Institutional Holders · Q3 2026
Who owns J P Morgan Exchange Traded F (JVAL)? 10 institutions reported holding $95.21M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($69.3M), Prism Advisors, Inc. ($13.6M), Apeiron RIA LLC ($8.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $69.3M | 1.2M | Trimmed |
| 2 | Prism Advisors, Inc. | $13.6M | 232,402 | New |
| 3 | Apeiron RIA LLC | $8.4M | 144,456 | Trimmed |
| 4 | BOYUM WEALTH ARCHITECTS LLC | $2.8M | 48,519 | Trimmed |
| 5 | CoreCap Advisors, LLC | $356,440 | 6,154 | Added |
| 6 | AVAII WEALTH MANAGEMENT, LLC | $245,322 | 4,180 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $210,018 | 3,626 | Trimmed |
| 8 | GK Wealth Management LLC | $158,875 | 2,743 | New |
| 9 | Versant Capital Management, Inc | $2,664 | 46 | Hold |
| 10 | ATWOOD & PALMER INC | $1,738 | 30 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30