AI
JVAL icon

Accredited Investors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Accredited Investors’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 		$273K Hold
4,648
– – 0.01% 255
2026
Q1 		$227K Sell
4,648
-152
-3% -$7.68K 0.01% 257
2025
Q4 		$236K Hold
4,800
– – 0.01% 249
2025
Q3 		$228K Hold
4,800
– – 0.01% 237
2025
Q2 		$212K Buy
+4,800
New +$198K 0.01% 229

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Accredited Investors's JVAL Position: Q2 2026 in Review

Accredited Investors held its JPMorgan US Value Factor ETF (JVAL) position steady in Q2 2026 at 4,648 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #255.

Accredited Investors first reported a position in JVAL in Q2 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Accredited Investors held 4,648 shares of JPMorgan US Value Factor ETF worth $273K as of Q2 2026.
  • Accredited Investors left its JPMorgan US Value Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Value Factor ETF made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #255 holding.
  • Accredited Investors first reported a position in JPMorgan US Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 68 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.