Security record · archived quarter
JVAL
name pending profile ingest
5Tracked holders
0Δ holders
960.83KShares held
$45.64MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +2 | 5.03M | $294.90M | +4 | −2 |
| Q1 2026 | 28 | -1 | 5.81M | $283.27M | +3 | −4 |
| Q4 2025 | 28 | -1 | 5.26M | $258.46M | — | −1 |
| Q3 2025 | 5 | 0 | 960.83K | $45.64M | — | — |
| Q2 2025 | 2 | 0 | 19.37K | $856,611 | — | — |
| Q1 2025 | 1 | 0 | 52.28K | $2.17M | — | — |
| Q4 2024 | 1 | 0 | 4.90K | $211,550 | — | — |
| Q3 2024 | 1 | 0 | 30.58K | $1.33M | — | — |
| Q2 2024 | 1 | — | 9.77K | $399,341 | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 779.23K | — | $37.01M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 779.23K | — | $37.01M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 779.23K | — | $37.01M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 779.23K | — | $37.01M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 779.23K | — | $37.01M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 779.23K | — | $37.01M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 779.23K | — | $37.01M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 779.23K | — | $37.01M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 97.27K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 97.27K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 69.82K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 14.18K | -25.0% | $673,693 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 338 | -24.4% | $16,057 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 152 holders, 10.32M shares, $481.51M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
Get this via the API