Ameritas Advisory Services’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Ameritas Advisory Services’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	$614K	Sell	10,608 -386	-4%	-$22.7K	0.01%	721
2026 Q2	$645K	Buy	+10,994	New	+$605K	0.01%	695
2025 Q3	–	Sell	-10,899	Closed	-$482K	–	2555
2025 Q2	$482K	Buy	10,899 +1,067	+11%	+$44K	0.03%	519
2025 Q1	$407K	Buy	9,832 +668	+7%	+$29.1K	0.02%	618
2024 Q4	$396K	Buy	9,164 +1,864	+26%	+$82.3K	0.01%	642
2024 Q3	$318K	Sell	7,300 -243	-3%	-$10.2K	0.01%	665
2024 Q2	$308K	Buy	7,543 +2,206	+41%	+$89.5K	0.01%	717
2024 Q1	$222K	Sell	5,337 -991	-16%	-$39.1K	0.01%	798
2023 Q4	$244K	Buy	+6,328	New	+$225K	0.01%	617
2023 Q2	–	Sell	-2,596	Closed	-$88K	–	1623
2023 Q1	$88K	Sell	2,596 -3,797	-59%	-$130K	﹤0.01%	1052
2022 Q4	$212K	Buy	+6,393	New	+$211K	0.01%	807
2022 Q2	–	Sell	-81,351	Closed	-$3.01M	–	831
2022 Q1	$3.01M	Sell	81,351 -1,432	-2%	-$53.1K	0.11%	149
2021 Q4	$3.18M	Buy	+82,783	New	+$3.1M	0.12%	150

Other funds holding JVAL

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 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

Ameritas Advisory Services's JVAL Position: Q3 2026 in Review

Ameritas Advisory Services reduced its JPMorgan US Value Factor ETF (JVAL) stake by 3.5% in Q3 2026, selling an estimated $22.7K and leaving 10,608 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #721.

Ameritas Advisory Services first reported a position in JVAL in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.18M in Q4 2021. 145 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

Ameritas Advisory Services held 10,608 shares of JPMorgan US Value Factor ETF worth $614K as of Q3 2026.
Ameritas Advisory Services sold 386 JPMorgan US Value Factor ETF shares in Q3 2026, an estimated $22.7K.
JPMorgan US Value Factor ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q3 2026, its #721 holding.
Ameritas Advisory Services first reported a position in JPMorgan US Value Factor ETF in Q4 2021 and has held it in 13 quarters since.
Ameritas Advisory Services's JPMorgan US Value Factor ETF position peaked at $3.18M in Q4 2021.
145 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.