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
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

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Cerity Partners's JVAL Position: Q2 2026 in Review

Cerity Partners reduced its JPMorgan US Value Factor ETF (JVAL) stake by 11% in Q2 2026, selling an estimated $1.11M and leaving 155,811 shares worth $9.14M. The position accounts for 0.01% of the portfolio, ranked #816.

Cerity Partners first reported a position in JVAL in Q2 2022 and has held it in 17 quarters since. The position peaked at $25.4M in Q3 2025. 157 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Cerity Partners held 155,811 shares of JPMorgan US Value Factor ETF worth $9.14M as of Q2 2026.
  • Cerity Partners sold 20,136 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $1.11M.
  • JPMorgan US Value Factor ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #816 holding.
  • Cerity Partners first reported a position in JPMorgan US Value Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • Cerity Partners's JPMorgan US Value Factor ETF position peaked at $25.4M in Q3 2025.
  • 157 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.