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Atria Investments’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Atria Investments’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
Q1 		$10.4M Buy
213,641
+87,319
+69% +$4.41M 0.12% 183
2025
Q4 		$6.2M Sell
126,322
-23,086
-15% -$1.12M 0.07% 313
2025
Q3 		$7.1M Sell
149,408
-10,151
-6% -$467K 0.08% 272
2025
Q2 		$7.06M Buy
159,559
+21,229
+15% +$876K 0.08% 277
2025
Q1 		$5.73M Buy
138,330
+92,890
+204% +$4.05M 0.07% 328
2024
Q4 		$1.96M Buy
+45,440
New +$2.01M 0.02% 685

Other funds holding JVAL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.15B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $1.47T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return