Columbia Advisory Partners’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Columbia Advisory 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 Q3	$9.08M	Sell	156,767 -8,572	-5%	-$504K	5.01%	4
2026 Q2	$9.7M	Buy	165,339 +1,843	+1%	+$101K	5.35%	3
2026 Q1	$7.99M	Buy	163,496 +32	+0%	+$1.62K	5.1%	3
2025 Q4	$8.02M	Sell	163,464 -1,283	-0.8%	-$62K	5.47%	3
2025 Q3	$7.83M	Sell	164,747 -1,207	-0.7%	-$55.5K	5.41%	5
2025 Q2	$7.34M	Buy	165,954 +25,453	+18%	+$1.05M	5.56%	5
2025 Q1	$5.82M	Buy	140,501 +21,276	+18%	+$927K	5.05%	6
2024 Q4	$5.15M	Buy	+119,225	New	+$5.27M	4.79%	6

Other funds holding JVAL

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Columbia Advisory Partners's JVAL Position: Q3 2026 in Review

Columbia Advisory Partners reduced its JPMorgan US Value Factor ETF (JVAL) stake by 5.2% in Q3 2026, selling an estimated $504K and leaving 156,767 shares worth $9.08M. The position accounts for 5.01% of the portfolio, ranked #4.

Columbia Advisory Partners first reported a position in JVAL in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.7M in Q2 2026. 67 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

Columbia Advisory Partners held 156,767 shares of JPMorgan US Value Factor ETF worth $9.08M as of Q3 2026.
Columbia Advisory Partners sold 8,572 JPMorgan US Value Factor ETF shares in Q3 2026, an estimated $504K.
JPMorgan US Value Factor ETF made up 5.01% of Columbia Advisory Partners's portfolio in Q3 2026, its #4 holding.
Columbia Advisory Partners first reported a position in JPMorgan US Value Factor ETF in Q4 2024 and has held it in 8 quarters since.
Columbia Advisory Partners's JPMorgan US Value Factor ETF position peaked at $9.7M in Q2 2026.
67 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Columbia Advisory Partners's 13F filing for Q3 2026, filed 15 Oct 2026.