AP
JVAL icon

Atwood & Palmer’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Atwood & Palmer’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 		$1.74K Hold
30
– – ﹤0.01% 449
2026
Q2 		$1.76K Hold
30
– – ﹤0.01% 440
2026
Q1 		$1.47K Hold
30
– – ﹤0.01% 454
2025
Q4 		$1.47K Buy
+30
New +$1.45K ﹤0.01% 452

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Atwood & Palmer's JVAL Position: Q3 2026 in Review

Atwood & Palmer held its JPMorgan US Value Factor ETF (JVAL) position steady in Q3 2026 at 30 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Atwood & Palmer first reported a position in JVAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.76K in Q2 2026. 10 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

  • Atwood & Palmer held 30 shares of JPMorgan US Value Factor ETF worth $1.74K as of Q3 2026.
  • Atwood & Palmer left its JPMorgan US Value Factor ETF share count unchanged in Q3 2026.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #449 holding.
  • Atwood & Palmer first reported a position in JPMorgan US Value Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Atwood & Palmer's JPMorgan US Value Factor ETF position peaked at $1.76K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.