Acropolis Investment Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Acropolis Investment Management’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
2025 Q4	–	Sell	-9,885	Closed	-$437K	–	301
2025 Q3	$437K	Buy	9,885 +235	+2%	+$10.8K	0.02%	180
2025 Q2	$427K	Sell	9,650 -440	-4%	-$18.2K	0.02%	166
2025 Q1	$418K	Buy	10,090 +4,230	+72%	+$184K	0.02%	166
2024 Q4	$253K	Buy	+5,860	New	+$259K	0.01%	213

Other funds holding JVAL

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AWE

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

GAG

Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return

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

Acropolis Investment Management's JVAL Position: Q4 2025 in Review

Acropolis Investment Management sold out of JPMorgan US Value Factor ETF (JVAL) in Q4 2025, closing a stake of 9,885 shares — an estimated $437K sold.

Acropolis Investment Management first reported a position in JVAL in Q4 2024 and held it in 4 quarters. The position peaked at $437K in Q3 2025. 145 funds tracked by Wall St. Rank hold JVAL as of Q4 2025.

Acropolis Investment Management reported no remaining JPMorgan US Value Factor ETF position as of Q4 2025 after selling out during the quarter.
Acropolis Investment Management sold 9,885 JPMorgan US Value Factor ETF shares in Q4 2025, an estimated $437K.
Acropolis Investment Management first reported a position in JPMorgan US Value Factor ETF in Q4 2024 and held it in 4 quarters.
Acropolis Investment Management's JPMorgan US Value Factor ETF position peaked at $437K in Q3 2025.
145 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q4 2025.

Based on Acropolis Investment Management's 13F filing for Q4 2025, filed 14 Jan 2026.