Institutional shares held 12.3 Million
0 calls
0 puts
Total value of holdings $563M
$0 calls
$0 puts
# of Institutions 144


Latest Institutional Activity in JVAL

Top Purchases

Q2 2025
Kathmere Capital Management, LLC Shares Held: 143K ($6.55M)
Q2 2025
Columbia Advisory Partners LLC Shares Held: 166K ($7.6M)
Q2 2025
Defined Financial Planning LLC Shares Held: 162K ($7.41M)
Q2 2025
Ronald Blue Trust, Inc. Shares Held: 18.3K ($838K)
Q2 2025
Triad Wealth Partners, LLC Shares Held: 6.45K ($295K)

Top Sells

Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 48.4K ($2.21M)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 7.09K ($325K)
Q2 2025
Truist Financial Corp Shares Held: 8.78K ($402K)
Q2 2025
Blue Oak Capital, LLC Shares Held: 16.1K ($739K)
Q2 2025
Berger Financial Group, Inc Shares Held: 4.54K ($208K)

About JVAL

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