Institutional shares held 11.9 Million
0 calls
0 puts
Total value of holdings $461M
$0 calls
$0 puts
# of Institutions 129


Latest Institutional Activity in JVAL

Top Purchases

Q1 2025
Defined Financial Planning LLC Shares Held: 141K ($5.48M)
Q1 2025
Mainsail Financial Group, LLC Shares Held: 364K ($14.1M)
Q1 2025
Columbia Advisory Partners LLC Shares Held: 141K ($5.46M)
Q1 2025
Northwest Financial Advisors Shares Held: 11K ($428K)
Q1 2025
Cobblestone Asset Management LLC Shares Held: 21.3K ($828K)

Top Sells

Q1 2025
Retirement Planning Group Shares Held: 25.5K ($990K)
Q1 2025
Ronald Blue Trust, Inc. Shares Held: 9.54K ($371K)
Q1 2025
Miracle Mile Advisors, LLC Shares Held: 8K ($311K)
Q1 2025
First Citizens Bank & Trust CO Shares Held: 57.7K ($2.24M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 55K ($2.14M)

About JVAL

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