Cerity Partners
JVAL icon

Cerity Partners’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Cerity Partners’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 		$8.92M Sell
154,030
-1,781
-1% -$105K 0.01% 843
2026
Q2 		$9.14M Sell
155,811
-20,136
-11% -$1.11M 0.01% 816
2026
Q1 		$8.6M Sell
175,947
-325,772
-65% -$16.5M 0.01% 771
2025
Q4 		$24.6M Sell
501,719
-32,406
-6% -$1.57M 0.04% 373
2025
Q3 		$25.4M Sell
534,125
-17,551
-3% -$807K 0.04% 337
2025
Q2 		$24.4M Buy
551,676
+7,892
+1% +$326K 0.04% 325
2025
Q1 		$22.5M Buy
543,784
+2,757
+0.5% +$120K 0.05% 312
2024
Q4 		$23.4M Sell
541,027
-12,175
-2% -$538K 0.05% 289
2024
Q3 		$24.1M Sell
553,202
-3,182
-0.6% -$134K 0.05% 282
2024
Q2 		$22.7M Sell
556,384
-2,147
-0.4% -$87.1K 0.06% 258
2024
Q1 		$23.2M Sell
558,531
-15,146
-3% -$597K 0.06% 265
2023
Q4 		$22.1M Buy
573,677
+12,182
+2% +$434K 0.07% 228
2023
Q3 		$19.5M Buy
561,495
+10,075
+2% +$363K 0.09% 192
2023
Q2 		$19.7M Buy
551,420
+5,537
+1% +$189K 0.08% 229
2023
Q1 		$17.4M Buy
545,883
+14,538
+3% +$499K 0.04% 256
2022
Q4 		$17.6M Buy
531,345
+15,764
+3% +$519K 0.11% 184
2022
Q3 		$15.4M Buy
515,581
+12,177
+2% +$405K 0.18% 113
2022
Q2 		$16.2M Buy
+503,404
New +$17.5M 0.18% 118

Other funds holding JVAL

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Affinity Wealth
Affinity Wealth Canton, Ohio $189M AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Goodman Advisory Group
Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Cerity Partners's JVAL Position: Q3 2026 in Review

Cerity Partners reduced its JPMorgan US Value Factor ETF (JVAL) stake by 1.1% in Q3 2026, selling an estimated $105K and leaving 154,030 shares worth $8.92M. The position accounts for 0.01% of the portfolio, ranked #843.

Cerity Partners first reported a position in JVAL in Q2 2022 and has held it in 18 quarters since. The position peaked at $25.4M in Q3 2025. 145 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

  • Cerity Partners held 154,030 shares of JPMorgan US Value Factor ETF worth $8.92M as of Q3 2026.
  • Cerity Partners sold 1,781 JPMorgan US Value Factor ETF shares in Q3 2026, an estimated $105K.
  • JPMorgan US Value Factor ETF made up 0.01% of Cerity Partners's portfolio in Q3 2026, its #843 holding.
  • Cerity Partners first reported a position in JPMorgan US Value Factor ETF in Q2 2022 and has held it in 18 quarters since.
  • Cerity Partners's JPMorgan US Value Factor ETF position peaked at $25.4M in Q3 2025.
  • 145 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.