AWE
JVAL icon

Avidian Wealth Enterprises’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Avidian Wealth Enterprises’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 		$57.9M Buy
1,184,322
+147,964
+14% +$7.48M 1.84% 12
2025
Q4 		$50.9M Buy
1,036,358
+40,175
+4% +$1.94M 1.85% 11
2025
Q3 		$47.3M Buy
996,183
+34,447
+4% +$1.58M 1.78% 12
2025
Q2 		$42.5M Buy
961,736
+431,743
+81% +$17.8M 1.73% 13
2025
Q1 		$22M Buy
529,993
+163,322
+45% +$7.12M 0.98% 22
2024
Q4 		$15.8M Buy
366,671
+10,089
+3% +$446K 0.71% 26
2024
Q3 		$15.5M Buy
356,582
+12,823
+4% +$538K 0.71% 28
2024
Q2 		$14M Buy
+343,759
New +$13.9M 0.68% 30

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LPL Financial
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Bank of America
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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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return