AA
JVAL icon

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

Auxano 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 		$4.21M Buy
71,797
+5,073
+8% +$279K 0.8% 19
2026
Q1 		$3.26M Buy
66,724
+59,224
+790% +$2.99M 0.65% 23
2025
Q4 		$368K Buy
7,500
+1,865
+33% +$90.2K 0.07% 138
2025
Q3 		$268K Buy
5,635
+514
+10% +$23.6K 0.06% 143
2025
Q2 		$226K Buy
5,121
+35
+0.7% +$1.44K 0.05% 151
2025
Q1 		$211K Buy
+5,086
New +$222K 0.06% 154

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

Auxano Advisors's JVAL Position: Q2 2026 in Review

Auxano Advisors increased its JPMorgan US Value Factor ETF (JVAL) stake by 7.6% in Q2 2026, buying an estimated $279K and bringing the position to 71,797 shares worth $4.21M. The position accounts for 0.8% of the portfolio, ranked #19.

Auxano Advisors first reported a position in JVAL in Q1 2025 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Auxano Advisors held 71,797 shares of JPMorgan US Value Factor ETF worth $4.21M as of Q2 2026.
  • Auxano Advisors bought 5,073 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $279K.
  • JPMorgan US Value Factor ETF made up 0.8% of Auxano Advisors's portfolio in Q2 2026, its #19 holding.
  • Auxano Advisors first reported a position in JPMorgan US Value Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.