Concurrent Investment Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Concurrent Investment Advisors’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	$3.96M	Buy	+68,360	New	+$4.02M	0.03%	551

Other funds holding JVAL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Affinity Wealth Canton, Ohio $189M AUM 15.27% 1-Year Est. Return

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

Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 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

Concurrent Investment Advisors's JVAL Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q3 2026: 68,360 shares worth $3.96M. The stake represents 0.03% of the portfolio and ranks #551 among its holdings.

104 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

Concurrent Investment Advisors held 68,360 shares of JPMorgan US Value Factor ETF worth $3.96M as of Q3 2026.
JPMorgan US Value Factor ETF was a new Concurrent Investment Advisors position in Q3 2026.
JPMorgan US Value Factor ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q3 2026, its #551 holding.
104 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.