CIBC Private Wealth Group
JVAL icon

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return