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 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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

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

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

Affinity Wealth Canton, Ohio $186M AUM 22.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameritas Advisory Services's JVAL Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q2 2026: 10,994 shares worth $645K. The stake represents 0.01% of the portfolio and ranks #695 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in JVAL as recently as Q2 2025.

Ameritas Advisory Services first reported a position in JVAL in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.18M in Q4 2021. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Ameritas Advisory Services held 10,994 shares of JPMorgan US Value Factor ETF worth $645K as of Q2 2026.
JPMorgan US Value Factor ETF was a new Ameritas Advisory Services position in Q2 2026.
JPMorgan US Value Factor ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #695 holding.
Ameritas Advisory Services first reported a position in JPMorgan US Value Factor ETF in Q4 2021 and has held it in 12 quarters since.
Ameritas Advisory Services's JPMorgan US Value Factor ETF position peaked at $3.18M in Q4 2021.
169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.