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B. Riley Wealth Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

B. Riley 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
Q1 		– Sell
-24,487
Closed -$1.2M – 1025
2025
Q4 		$1.2M Buy
24,487
+3,153
+15% +$152K 0.06% 312
2025
Q3 		$1.01M Buy
21,334
+2,187
+11% +$101K 0.05% 336
2025
Q2 		$847K Buy
+19,147
New +$790K 0.04% 391

Other funds holding JVAL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

B. Riley Wealth Advisors's JVAL Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of JPMorgan US Value Factor ETF (JVAL) in Q1 2026, closing a stake of 24,487 shares — an estimated $1.2M sold.

B. Riley Wealth Advisors first reported a position in JVAL in Q2 2025 and held it in 3 quarters. The position peaked at $1.2M in Q4 2025. 154 funds tracked by Wall St. Rank hold JVAL as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining JPMorgan US Value Factor ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 24,487 JPMorgan US Value Factor ETF shares in Q1 2026, an estimated $1.2M.
  • B. Riley Wealth Advisors first reported a position in JPMorgan US Value Factor ETF in Q2 2025 and held it in 3 quarters.
  • B. Riley Wealth Advisors's JPMorgan US Value Factor ETF position peaked at $1.2M in Q4 2025.
  • 154 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.