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3Chopt Investment Partners’s JPMorgan US Value Factor ETF JVAL Stock Holding History

3Chopt Investment Partners’s Portfolio JVAL Stock Details JVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Hold
4,960
– – 0.05% 210
2026
Q1 		$242K Hold
4,960
– – 0.06% 194
2025
Q4 		$243K Sell
4,960
-15
-0.3% -$725 0.05% 195
2025
Q3 		$236K Buy
4,975
+14
+0.3% +$644 0.05% 200
2025
Q2 		$219K Buy
+4,961
New +$205K 0.05% 205

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
Affinity Wealth Canton, Ohio $186M AUM 22.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

3Chopt Investment Partners's JVAL Position: Q2 2026 in Review

3Chopt Investment Partners held its JPMorgan US Value Factor ETF (JVAL) position steady in Q2 2026 at 4,960 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #210.

3Chopt Investment Partners first reported a position in JVAL in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • 3Chopt Investment Partners held 4,960 shares of JPMorgan US Value Factor ETF worth $291K as of Q2 2026.
  • 3Chopt Investment Partners left its JPMorgan US Value Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Value Factor ETF made up 0.05% of 3Chopt Investment Partners's portfolio in Q2 2026, its #210 holding.
  • 3Chopt Investment Partners first reported a position in JPMorgan US Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.