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 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

AWE

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

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

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

AWL

AFFINITY WEALTH LLC Canton, Ohio $186M AUM 22.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Columbia Advisory Partners's JVAL Position: Q2 2026 in Review

Columbia Advisory Partners increased its JPMorgan US Value Factor ETF (JVAL) stake by 1.1% in Q2 2026, buying an estimated $101K and bringing the position to 165,339 shares worth $9.7M. The position accounts for 5.35% of the portfolio, ranked #3.

Columbia Advisory Partners first reported a position in JVAL in Q4 2024 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Columbia Advisory Partners held 165,339 shares of JPMorgan US Value Factor ETF worth $9.7M as of Q2 2026.
Columbia Advisory Partners bought 1,843 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $101K.
JPMorgan US Value Factor ETF made up 5.35% of Columbia Advisory Partners's portfolio in Q2 2026, its #3 holding.
Columbia Advisory Partners first reported a position in JPMorgan US Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.