Cetera Investment Advisers
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Cetera Investment Advisers’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Cetera Investment Advisers’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 		$9.6M Buy
163,774
+9,331
+6% +$514K 0.01% 1182
2026
Q1 		$7.55M Sell
154,443
-15,102
-9% -$763K 0.01% 1246
2025
Q4 		$8.32M Sell
169,545
-63
-0% -$3.05K 0.01% 1140
2025
Q3 		$8.06M Buy
169,608
+1,914
+1% +$88K 0.01% 1124
2025
Q2 		$7.42M Buy
167,694
+1,347
+0.8% +$55.6K 0.01% 979
2025
Q1 		$6.89M Buy
166,347
+27,000
+19% +$1.18M 0.01% 942
2024
Q4 		$6.02M Buy
139,347
+1,008
+0.7% +$44.5K 0.01% 947
2024
Q3 		$6.03M Buy
138,339
+16,228
+13% +$681K 0.01% 919
2024
Q2 		$4.99M Sell
122,111
-25,060
-17% -$1.02M 0.01% 996
2024
Q1 		$6.13M Buy
147,171
+10,781
+8% +$425K 0.01% 882
2023
Q4 		$5.26M Buy
136,390
+2,490
+2% +$88.7K 0.04% 419
2023
Q3 		$4.64M Sell
133,900
-15,623
-10% -$563K 0.04% 433
2023
Q2 		$5.33M Sell
149,523
-1,238
-0.8% -$42.2K 0.04% 390
2023
Q1 		$5.13M Buy
150,761
+4,259
+3% +$146K 0.04% 387
2022
Q4 		$4.86M Sell
146,502
-1,036
-0.7% -$34.1K 0.05% 396
2022
Q3 		$4.39M Buy
147,538
+65,625
+80% +$2.18M 0.09% 238
2022
Q2 		$2.63M Buy
81,913
+20,882
+34% +$725K 0.04% 441
2022
Q1 		$2.26M Buy
61,031
+13,240
+28% +$491K 0.03% 514
2021
Q4 		$1.84M Buy
47,791
+39,136
+452% +$1.46M 0.03% 583
2021
Q3 		$307K Sell
8,655
-985
-10% -$36K ﹤0.01% 1427
2021
Q2 		$349K Buy
9,640
+37
+0.4% +$1.33K 0.01% 1321
2021
Q1 		$330K Buy
+9,603
New +$310K 0.01% 1207

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
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
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

Cetera Investment Advisers's JVAL Position: Q2 2026 in Review

Cetera Investment Advisers increased its JPMorgan US Value Factor ETF (JVAL) stake by 6% in Q2 2026, buying an estimated $514K and bringing the position to 163,774 shares worth $9.6M. The position accounts for 0.01% of the portfolio, ranked #1182.

Cetera Investment Advisers first reported a position in JVAL in Q1 2021 and has held it in 22 quarters since. 167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Cetera Investment Advisers held 163,774 shares of JPMorgan US Value Factor ETF worth $9.6M as of Q2 2026.
  • Cetera Investment Advisers bought 9,331 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $514K.
  • JPMorgan US Value Factor ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1182 holding.
  • Cetera Investment Advisers first reported a position in JPMorgan US Value Factor ETF in Q1 2021 and has held it in 22 quarters since.
  • 167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.