Chilton Investment Company’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Chilton Investment Company’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	$345K	Hold	7,063	–	–	0.01%	230
2025 Q4	$347K	Sell	7,063 -920	-12%	-$44.5K	0.01%	229
2025 Q3	$379K	Hold	7,983	–	–	0.01%	218
2025 Q2	$353K	Hold	7,983	–	–	0.01%	178
2025 Q1	$331K	Hold	7,983	–	–	0.01%	165
2024 Q4	$345K	Buy	7,983 +680	+9%	+$30K	0.01%	150
2024 Q3	$318K	Buy	+7,303	New	+$307K	0.01%	158

Other funds holding JVAL

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Chilton Investment Company's JVAL Position: Q1 2026 in Review

Chilton Investment Company held its JPMorgan US Value Factor ETF (JVAL) position steady in Q1 2026 at 7,063 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #230.

Chilton Investment Company first reported a position in JVAL in Q3 2024 and has held it in 7 quarters since. The position peaked at $379K in Q3 2025. 153 funds tracked by Wall St. Rank hold JVAL as of Q1 2026.

Chilton Investment Company held 7,063 shares of JPMorgan US Value Factor ETF worth $345K as of Q1 2026.
Chilton Investment Company left its JPMorgan US Value Factor ETF share count unchanged in Q1 2026.
JPMorgan US Value Factor ETF made up 0.01% of Chilton Investment Company's portfolio in Q1 2026, its #230 holding.
Chilton Investment Company first reported a position in JPMorgan US Value Factor ETF in Q3 2024 and has held it in 7 quarters since.
Chilton Investment Company's JPMorgan US Value Factor ETF position peaked at $379K in Q3 2025.
153 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.