Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Cambridge Investment Research 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 		$923K Sell
18,883
-3,482
-16% -$176K ﹤0.01% 2238
2025
Q4 		$1.1M Buy
22,365
+864
+4% +$41.8K ﹤0.01% 2023
2025
Q3 		$1.02M Sell
21,501
-1,495
-7% -$68.8K ﹤0.01% 2045
2025
Q2 		$1.02M Sell
22,996
-863
-4% -$35.6K ﹤0.01% 1931
2025
Q1 		$988K Sell
23,859
-183
-0.8% -$7.97K ﹤0.01% 1873
2024
Q4 		$1.04M Sell
24,042
-4,804
-17% -$212K ﹤0.01% 1842
2024
Q3 		$1.26M Buy
28,846
+3,009
+12% +$126K ﹤0.01% 1696
2024
Q2 		$1.06M Buy
25,837
+4,189
+19% +$170K ﹤0.01% 1738
2024
Q1 		$901K Sell
21,648
-2,411
-10% -$95.1K ﹤0.01% 1803
2023
Q4 		$928K Buy
24,059
+178
+0.7% +$6.34K ﹤0.01% 1698
2023
Q3 		$827K Sell
23,881
-587
-2% -$21.1K ﹤0.01% 1698
2023
Q2 		$873K Buy
24,468
+11,619
+90% +$396K ﹤0.01% 1702
2023
Q1 		$438K Sell
12,849
-599
-4% -$20.6K ﹤0.01% 2185
2022
Q4 		$446K Buy
13,448
+530
+4% +$17.5K ﹤0.01% 2105
2022
Q3 		$385K Sell
12,918
-142
-1% -$4.73K ﹤0.01% 2152
2022
Q2 		$419K Sell
13,060
-42,536
-77% -$1.48M ﹤0.01% 2096
2022
Q1 		$2.06M Buy
+55,596
New +$2.06M 0.01% 1124

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 $57.3B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $1.56T 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

Cambridge Investment Research Advisors's JVAL Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its JPMorgan US Value Factor ETF (JVAL) stake by 16% in Q1 2026, selling an estimated $176K and leaving 18,883 shares worth $923K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

Cambridge Investment Research Advisors first reported a position in JVAL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.06M in Q1 2022. 153 funds tracked by Wall St. Rank hold JVAL as of Q1 2026.

  • Cambridge Investment Research Advisors held 18,883 shares of JPMorgan US Value Factor ETF worth $923K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 3,482 JPMorgan US Value Factor ETF shares in Q1 2026, an estimated $176K.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2238 holding.
  • Cambridge Investment Research Advisors first reported a position in JPMorgan US Value Factor ETF in Q1 2022 and has held it in 17 quarters since.
  • Cambridge Investment Research Advisors's JPMorgan US Value Factor ETF position peaked at $2.06M in Q1 2022.
  • 153 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.