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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
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

CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Ameritas Advisory Services's JVAL Position: Q3 2025 in Review

Ameritas Advisory Services sold out of JPMorgan US Value Factor ETF (JVAL) in Q3 2025, closing a stake of 10,899 shares — an estimated $482K sold.

Ameritas Advisory Services first reported a position in JVAL in Q4 2021 and held it in 11 quarters. The position peaked at $3.18M in Q4 2021. 136 funds tracked by Wall St. Rank hold JVAL as of Q3 2025.

  • Ameritas Advisory Services reported no remaining JPMorgan US Value Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 10,899 JPMorgan US Value Factor ETF shares in Q3 2025, an estimated $482K.
  • Ameritas Advisory Services first reported a position in JPMorgan US Value Factor ETF in Q4 2021 and held it in 11 quarters.
  • Ameritas Advisory Services's JPMorgan US Value Factor ETF position peaked at $3.18M in Q4 2021.
  • 136 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.