JDVL

JH Disc Value Select ETFETF$32.15 1.05%
UnclassifiedCUSIP 47804J677· EOD Sep 8, 2026

Among active 13F managers last quarter, 2 opened and 1 added, while none reduced or exited; the largest holder to move was Bellevue Asset Management, LLC (+6.7%).

Tracked 13F holders
6
2 in Q2 2026 filings
13F value (tracked)
$466.1M
13F moves · latest Q
3 added
0 reduced

Price & smart-money activity

$32.15 1.05%1Y +29.0%
$24.22$26.48$28.75$31.01$33.28Aug 2025OctJan 2026MarJunSep222
Hover for who · click for detailEnd-of-day closing prices52w $25.71 – $32.65

Who owns JDVL?

6 tracked 13F filers · ranked by shares held

6 tracked 13F filers disclose a position in JDVL as of the latest SEC 13F filings, a combined $466.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Manufacturers Life Insurance Company, The17.1M
$464.2M
43×
Added · +16.7M sh
Q1 2026
2Bellevue Asset Management, LLC28K
$888K
+6.7%
Added · +2K sh
Q2 2026
3Commonwealth Equity Services, LLC17K
$468K
New
+17K sh
Q1 2026
4Goldman Sachs Group Inc13K
$361K
New
+13K sh
Q1 2026
5Citadel Advisors LLC7K
$220K
New
+7K sh
Q2 2026
6Global Retirement Partners, LLC335
$11K
New
+335 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is JDVL being bought or sold by institutions?

Last quarter, 2 funds opened a new position in JDVL and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
1
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own JDVL also own

CompanyCo-held byTheir position there
Ishares Core S&P 500 ETFIVV3 funds$13.4B
Amazon.com IncAMZN3 funds$2.7B
Nvidia CorpNVDA3 funds$2.5B
Apple IncAAPL3 funds$2.3B
Microsoft CorpMSFT3 funds$1.5B
Warner Bros Discovery IncWBD3 funds$1.2B
Eli Lilly & CoLLY3 funds$1.2B
Broadcom IncAVGO3 funds$1.2B
Alphabet Inc-CL AGOOGL3 funds$1.1B
Advanced Micro DevicesAMD3 funds$962.1M
Alphabet Inc-CL CGOOG3 funds$943.5M
Space Exploration Techn-CL ASPCX3 funds$880.8M

Ranked by how many of JDVL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JDVL.

Institutional ownership over time

2 tracked filers in Q2 2026 filingsstill filing
024Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $899K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
JHMMmc273 funds$3.5B
JHMLmc101 funds$798.8M
JHMDmc86 funds$739.5M
JHSCMULTIFACTR SML80 funds$536.2M
JHPIPREFERRED INCOME49 funds$120.0M
JHEMmc39 funds$744.1M
JHMBMORTGAGE BACKED34 funds$186.7M
JHCBMF Closed and MF Open21 funds$59.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in JDVL

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/JDVL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for JDVL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JDVL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.