CIBC Private Wealth Group’s JPMorgan US Value Factor ETF JVAL Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$1.04M	Buy	21,149 +10	+0%	+$484	﹤0.01%	697
2025 Q3	$1M	Buy	21,139 +1,488	+8%	+$68.4K	﹤0.01%	695
2025 Q2	$869K	Sell	19,651 -3,537	-15%	-$146K	﹤0.01%	694
2025 Q1	$838K	Buy	23,188 +445	+2%	+$19.4K	﹤0.01%	681
2024 Q4	$987K	Buy	22,743 +40	+0.2%	+$1.77K	﹤0.01%	696
2024 Q3	$989K	Buy	22,703 +1,580	+7%	+$66.3K	﹤0.01%	688
2024 Q2	$865K	Buy	+21,123	New	+$857K	﹤0.01%	690

Other funds holding JVAL

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

GAG

Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return

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

CIBC Private Wealth Group's JVAL Position: Q4 2025 in Review

CIBC Private Wealth Group increased its JPMorgan US Value Factor ETF (JVAL) stake by 0.05% in Q4 2025, buying an estimated $484 and bringing the position to 21,149 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #697.

CIBC Private Wealth Group first reported a position in JVAL in Q2 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold JVAL as of Q4 2025.

CIBC Private Wealth Group held 21,149 shares of JPMorgan US Value Factor ETF worth $1.04M as of Q4 2025.
CIBC Private Wealth Group bought 10 JPMorgan US Value Factor ETF shares in Q4 2025, an estimated $484.
JPMorgan US Value Factor ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #697 holding.
CIBC Private Wealth Group first reported a position in JPMorgan US Value Factor ETF in Q2 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.