Abner Herrman & Brock’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Abner Herrman & Brock’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 Q3	$330K	Buy	+5,695	New	+$335K	0.03%	85

Other funds holding JVAL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Affinity Wealth Canton, Ohio $189M AUM 15.27% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Abner Herrman & Brock's JVAL Position: Q3 2026 in Review

Abner Herrman & Brock opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q3 2026: 5,695 shares worth $330K. The stake represents 0.03% of the portfolio and ranks #85 among its holdings.

108 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

Abner Herrman & Brock held 5,695 shares of JPMorgan US Value Factor ETF worth $330K as of Q3 2026.
JPMorgan US Value Factor ETF was a new Abner Herrman & Brock position in Q3 2026.
JPMorgan US Value Factor ETF made up 0.03% of Abner Herrman & Brock's portfolio in Q3 2026, its #85 holding.
108 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Abner Herrman & Brock's 13F filing for Q3 2026, filed 20 Oct 2026.