 |
|
|
On this page, we present all of the funds holding JVAL from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding JVAL, with a link to that fund's top holdings. The next columns
indicate the amount of JVAL stock held by each of the funds holding JVAL, followed by the JVAL position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 108 funds holding JVAL within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Envestnet Portfolio Solutions Inc.. For more details on the positions held by Envestnet Portfolio Solutions Inc.
(or by any of the other funds holding JVAL), click the fund name in the "Holder" column of the funds-holding-JVAL table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Envestnet Portfolio Solutions Inc. | 6,870,542 | $265,066 | 12/31/2023 | | JVAL | 6,870,542 | $265,066 | 12/31/2023 | | First Citizens Bank & Trust Co. | 4,434,138 | $184,549 | 03/31/2024 | | JVAL | 4,434,138 | $184,549 | 03/31/2024 | | Orion Portfolio Solutions LLC | 1,516,104 | $58,446 | 12/31/2023 | | JVAL | 1,516,104 | $58,446 | 12/31/2023 | | Cobblestone Capital Advisors LLC NY | 1,105,633 | $42,655 | 12/31/2023 | | JVAL | 1,105,633 | $42,655 | 12/31/2023 | | CWM LLC | 989,029 | $41,163 | 03/31/2024 | | JVAL | 989,029 | $41,163 | 03/31/2024 | | LPL Financial LLC | 777,618 | $30,000 | 12/31/2023 | | JVAL | 777,618 | $30,000 | 12/31/2023 | | Cerity Partners LLC | 573,677 | $22,132 | 12/31/2023 | | JVAL | 573,677 | $22,132 | 12/31/2023 | | Capital Analysts LLC | 521,388 | $20,115 | 12/31/2023 | | JVAL | 521,388 | $20,115 | 12/31/2023 | | First Citizens Asset Management Inc. | 504,547 | $19,935 | 12/31/2023 | | JVAL | 504,547 | $19,935 | 12/31/2023 | | Bank of America Corp DE | 454,322 | $17,528 | 12/31/2023 | | JVAL | 454,322 | $17,528 | 12/31/2023 | | Advisor Group Holdings Inc. | 282,613 | $10,903 | 12/31/2023 | | JVAL | 282,613 | $10,903 | 12/31/2023 | | Planned Solutions Inc. | 245,882 | $10,234 | 03/31/2024 | | JVAL | 245,882 | $10,234 | 03/31/2024 | | Mainsail Financial Group LLC | 245,530 | $10,219 | 03/31/2024 | | JVAL | 245,530 | $10,219 | 03/31/2024 | | Boston Private Wealth LLC | 238,671 | $9,208 | 12/31/2023 | | JVAL | 238,671 | $9,208 | 12/31/2023 | | Jaffetilchin Investment Partners LLC | 237,097 | $9,147 | 12/31/2023 | | JVAL | 237,097 | $9,147 | 12/31/2023 | | Thrivent Financial for Lutherans | 204,337 | $7,883 | 12/31/2023 | | JVAL | 204,337 | $7,883 | 12/31/2023 | | Morgan Stanley | 188,176 | $7,260 | 12/31/2023 | | JVAL | 188,176 | $7,260 | 12/31/2023 | | Integrated Wealth Concepts LLC | 184,133 | $7,104 | 12/31/2023 | | JVAL | 184,133 | $7,104 | 12/31/2023 | | JPMorgan Chase & Co. | 178,080 | $6,870 | 12/31/2023 | | JVAL | 178,080 | $6,870 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 175,965 | $6,789 | 12/31/2023 | | JVAL | 175,965 | $6,789 | 12/31/2023 | | Commonwealth Equity Services LLC | 161,600 | $6,726 | 03/31/2024 | | JVAL | 161,600 | $6,726 | 03/31/2024 | | Lee Financial Group Hawaii Inc. | 143,957 | $5,992 | 03/31/2024 | | JVAL | 143,957 | $5,992 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 143,419 | $5,969 | 03/31/2024 | | JVAL | 143,419 | $5,969 | 03/31/2024 | | Cetera Investment Advisers | 136,390 | $5,262 | 12/31/2023 | | JVAL | 136,390 | $5,262 | 12/31/2023 | | Goldman Sachs Group Inc. | 129,261 | $4,987 | 12/31/2023 | | JVAL | 129,261 | $4,987 | 12/31/2023 | | Apeiron RIA LLC | 117,773 | $4,902 | 03/31/2024 | | JVAL | 117,773 | $4,902 | 03/31/2024 | | Kathmere Capital Management LLC | 110,939 | $4,617 | 03/31/2024 | | JVAL | 110,939 | $4,617 | 03/31/2024 | | TCG Advisory Services LLC | 85,897 | $3,314 | 12/31/2023 | | JVAL | 85,897 | $3,314 | 12/31/2023 | | Intrust Bank NA | 77,885 | $3,005 | 12/31/2023 | | JVAL | 77,885 | $3,005 | 12/31/2023 | | Confluence Wealth Services Inc. | 52,117 | $2,169 | 03/31/2024 | | JVAL | 52,117 | $2,169 | 03/31/2024 | | Fifth Third Securities Inc. | 41,504 | $1,727 | 03/31/2024 | | JVAL | 41,504 | $1,727 | 03/31/2024 | | Gallacher Capital Management LLC | 42,347 | $1,634 | 12/31/2023 | | JVAL | 42,347 | $1,634 | 12/31/2023 | | Baystate Wealth Management LLC | 37,538 | $1,448 | 12/31/2023 | | JVAL | 37,538 | $1,448 | 12/31/2023 | | Drive Wealth Management LLC | 34,517 | $1,437 | 03/31/2024 | | JVAL | 34,517 | $1,437 | 03/31/2024 | | Sigma Planning Corp | 35,209 | $1,358 | 12/31/2023 | | JVAL | 35,209 | $1,358 | 12/31/2023 | | Susquehanna International Group LLP | 34,246 | $1,321 | 12/31/2023 | | JVAL | 34,246 | $1,321 | 12/31/2023 | | Thoroughbred Financial Services LLC | 34,235 | $1,320 | 12/31/2023 | | JVAL | 34,235 | $1,320 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 27,201 | $1,132 | 03/31/2024 | | JVAL | 27,201 | $1,132 | 03/31/2024 | | Raymond James & Associates | 27,042 | $1,125 | 03/31/2024 | | JVAL | 27,042 | $1,125 | 03/31/2024 | | Captrust Financial Advisors | 28,982 | $1,118 | 12/31/2023 | | JVAL | 28,982 | $1,118 | 12/31/2023 | | Daymark Wealth Partners LLC | 25,692 | $1,069 | 03/31/2024 | | JVAL | 25,692 | $1,069 | 03/31/2024 | | Goodwin Investment Advisory | 27,268 | $1,052 | 12/31/2023 | | JVAL | 27,268 | $1,052 | 12/31/2023 | | Sontag Advisory LLC | 26,388 | $1,018 | 12/31/2023 | | JVAL | 26,388 | $1,018 | 12/31/2023 | | MAI Capital Management | 25,600 | $988 | 12/31/2023 | | JVAL | 25,600 | $988 | 12/31/2023 | | Proequities Inc. | 23,266 | $968 | 03/31/2024 | | JVAL | 23,266 | $968 | 03/31/2024 | | Transcend Wealth Collective LLC | 24,815 | $957 | 12/31/2023 | | JVAL | 24,815 | $957 | 12/31/2023 | | Cresset Asset Management LLC | 24,405 | $942 | 12/31/2023 | | JVAL | 24,405 | $942 | 12/31/2023 | | Royal Bank of Canada | 24,332 | $938 | 12/31/2023 | | JVAL | 24,332 | $938 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 21,648 | $901 | 03/31/2024 | | JVAL | 21,648 | $901 | 03/31/2024 | | Signet Financial Management LLC | 20,854 | $868 | 03/31/2024 | | JVAL | 20,854 | $868 | 03/31/2024 | | Ronald Blue Trust Inc. | 21,664 | $836 | 12/31/2023 | | JVAL | 21,664 | $836 | 12/31/2023 | | Steel Peak Wealth Management LLC | 19,838 | $826 | 03/31/2024 | | JVAL | 19,838 | $826 | 03/31/2024 | | Householder Group Estate & Retirement Specialist LLC | 21,055 | $812 | 12/31/2023 | | JVAL | 21,055 | $812 | 12/31/2023 | | Avantax Advisory Services Inc. | 20,918 | $807 | 12/31/2023 | | JVAL | 20,918 | $807 | 12/31/2023 | | HighTower Advisors LLC | 20,509 | $791 | 12/31/2023 | | JVAL | 20,509 | $791 | 12/31/2023 | | Private Advisor Group LLC | 16,243 | $676 | 03/31/2024 | | JVAL | 16,243 | $676 | 03/31/2024 | | Adviser Investments LLC | 15,925 | $663 | 03/31/2024 | | JVAL | 15,925 | $663 | 03/31/2024 | | L & S Advisors Inc | 14,072 | $543 | 12/31/2023 | | JVAL | 14,072 | $543 | 12/31/2023 | | Jane Street Group LLC | 13,287 | $513 | 12/31/2023 | | JVAL | 13,287 | $513 | 12/31/2023 | | MBL Wealth LLC | 12,000 | $499 | 03/31/2024 | | JVAL | 12,000 | $499 | 03/31/2024 | | MN Wealth Advisors LLC | 11,960 | $498 | 03/31/2024 | | JVAL | 11,960 | $498 | 03/31/2024 | | The PNC Financial Services Group Inc. | 11,786 | $455 | 12/31/2023 | | JVAL | 11,786 | $455 | 12/31/2023 | | CI Private Wealth LLC | 11,101 | $428 | 12/31/2023 | | JVAL | 11,101 | $428 | 12/31/2023 | | Janney Montgomery Scott LLC | 10,805 | $417 | 12/31/2023 | | JVAL | 10,805 | $417 | 12/31/2023 | | Patten Group Inc. | 9,025 | $376 | 03/31/2024 | | JVAL | 9,025 | $376 | 03/31/2024 | | Spire Wealth Management | 8,679 | $361 | 03/31/2024 | | JVAL | 8,679 | $361 | 03/31/2024 | | Citadel Advisors LLC | 9,176 | $354 | 12/31/2023 | | JVAL | 9,176 | $354 | 12/31/2023 | | Alesco Advisors LLC | 8,905 | $344 | 12/31/2023 | | JVAL | 8,905 | $344 | 12/31/2023 | | Cetera Advisors LLC | 8,664 | $334 | 12/31/2023 | | JVAL | 8,664 | $334 | 12/31/2023 | | Comerica Bank | 8,137 | $314 | 12/31/2023 | | JVAL | 8,137 | $314 | 12/31/2023 | | Cobblestone Asset Management LLC | 7,386 | $307 | 03/31/2024 | | JVAL | 7,386 | $307 | 03/31/2024 | | Stratos Wealth Partners LTD. | 7,130 | $297 | 03/31/2024 | | JVAL | 7,130 | $297 | 03/31/2024 | | Cetera Advisor Networks LLC | 6,696 | $258 | 12/31/2023 | | JVAL | 6,696 | $258 | 12/31/2023 | | Ameritas Advisory Services LLC | 6,328 | $244 | 12/31/2023 | | JVAL | 6,328 | $244 | 12/31/2023 | | Snider Financial Group | 5,377 | $224 | 03/31/2024 | | JVAL | 5,377 | $224 | 03/31/2024 | | Avaii Wealth Management LLC | 5,367 | $223 | 03/31/2024 | | JVAL | 5,367 | $223 | 03/31/2024 | | Truist Financial Corp | 5,716 | $221 | 12/31/2023 | | JVAL | 5,716 | $221 | 12/31/2023 | | Perigon Wealth Management LLC | 5,011 | $209 | 03/31/2024 | | JVAL | 5,011 | $209 | 03/31/2024 | | Good Life Advisors LLC | 5,186 | $200 | 12/31/2023 | | JVAL | 5,186 | $200 | 12/31/2023 | | Addison Advisors LLC | 4,320 | $167 | 12/31/2023 | | JVAL | 4,320 | $167 | 12/31/2023 | | Coastal Investment Advisors Inc. | 2,430 | $101 | 03/31/2024 | | JVAL | 2,430 | $101 | 03/31/2024 | | First Horizon Advisors Inc. | 2,072 | $86 | 03/31/2024 | | JVAL | 2,072 | $86 | 03/31/2024 | | O Shaughnessy Asset Management LLC | 2,231 | $86 | 12/31/2023 | | JVAL | 2,231 | $86 | 12/31/2023 | | Gradient Investments LLC | 1,934 | $80 | 03/31/2024 | | JVAL | 1,934 | $80 | 03/31/2024 | | Colonial Trust Co SC | 2,018 | $78 | 12/31/2023 | | JVAL | 2,018 | $78 | 12/31/2023 | | Geneos Wealth Management Inc. | 1,895 | $73 | 12/31/2023 | | JVAL | 1,895 | $73 | 12/31/2023 | | Tower Research Capital LLC TRC | 1,686 | $65 | 12/31/2023 | | JVAL | 1,686 | $65 | 12/31/2023 | | Global Retirement Partners LLC | 1,283 | $53 | 03/31/2024 | | JVAL | 1,283 | $53 | 03/31/2024 | | Qube Research & Technologies Ltd | 1,328 | $51 | 12/31/2023 | | JVAL | 1,328 | $51 | 12/31/2023 | | ICA Group Wealth Management LLC | 1,130 | $44 | 12/31/2023 | | JVAL | 1,130 | $44 | 12/31/2023 | | Massmutual Trust Co. FSB ADV | 997 | $41 | 03/31/2024 | | JVAL | 997 | $41 | 03/31/2024 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 704 | $29 | 03/31/2024 | | JVAL | 704 | $29 | 03/31/2024 | | Farther Finance Advisors LLC | 746 | $29 | 12/31/2023 | | JVAL | 746 | $29 | 12/31/2023 | | UBS Group AG | 443 | $17 | 12/31/2023 | | JVAL | 443 | $17 | 12/31/2023 | | South State CORP. | 311 | $12 | 12/31/2023 | | JVAL | 311 | $12 | 12/31/2023 | | Wells Fargo & Company MN | 205 | $8 | 12/31/2023 | | JVAL | 205 | $8 | 12/31/2023 | | MV Capital Management Inc. | 153 | $6 | 03/31/2024 | | JVAL | 153 | $6 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 143 | $6 | 12/31/2023 | | JVAL | 143 | $6 | 12/31/2023 | | National Bank of Canada FI | 142 | $5 | 12/31/2023 | | JVAL | 142 | $5 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 106 | $4 | 12/31/2023 | | JVAL | 106 | $4 | 12/31/2023 | | Ameritas Investment Partners Inc. | 96 | $4 | 12/31/2023 | | JVAL | 96 | $4 | 12/31/2023 | | Castleview Partners LLC | 108 | $4 | 12/31/2023 | | JVAL | 108 | $4 | 12/31/2023 | | Allworth Financial LP | 64 | $3 | 03/31/2024 | | JVAL | 64 | $3 | 03/31/2024 | | FMR LLC | 90 | $3 | 12/31/2023 | | JVAL | 90 | $3 | 12/31/2023 | | Versant Capital Management Inc | 46 | $2 | 03/31/2024 | | JVAL | 46 | $2 | 03/31/2024 | | Brown Brothers Harriman & Co. | 44 | $2 | 12/31/2023 | | JVAL | 44 | $2 | 12/31/2023 | | Harbour Investments Inc. | 52 | $2 | 12/31/2023 | | JVAL | 52 | $2 | 12/31/2023 | | FinTrust Capital Advisors LLC | 30 | $1 | 12/31/2023 | | JVAL | 30 | $1 | 12/31/2023 | | Advisory Services Network LLC | 6 | $0 | 12/31/2023 | | JVAL | 6 | $0 | 12/31/2023 |
See Summary: Institutional Holders of JVAL
See Details: Top 10 Hedge Funds Holding JVAL
Also See: JVAL Holdings Changes
|
|
Free JVAL Email Alerts:
