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Arkadios Wealth Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Arkadios Wealth Advisors’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 		$694K Sell
11,835
-433
-4% -$23.8K 0.01% 955
2026
Q1 		$599K Sell
12,268
-1,477
-11% -$74.6K 0.01% 1022
2025
Q4 		$675K Sell
13,745
-103
-0.7% -$4.98K 0.01% 877
2025
Q3 		$658K Buy
+13,848
New +$637K 0.02% 826

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWL
AFFINITY WEALTH LLC Canton, Ohio $186M AUM 22.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Arkadios Wealth Advisors's JVAL Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its JPMorgan US Value Factor ETF (JVAL) stake by 3.5% in Q2 2026, selling an estimated $23.8K and leaving 11,835 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #955.

Arkadios Wealth Advisors first reported a position in JVAL in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Arkadios Wealth Advisors held 11,835 shares of JPMorgan US Value Factor ETF worth $694K as of Q2 2026.
  • Arkadios Wealth Advisors sold 433 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $23.8K.
  • JPMorgan US Value Factor ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #955 holding.
  • Arkadios Wealth Advisors first reported a position in JPMorgan US Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.