Cooper/Haims Advisors
JVAL icon

Cooper/Haims Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Cooper/Haims 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 		$394K Hold
6,795
– – 0.17% 63
2026
Q2 		$398K Sell
6,795
-915
-12% -$50.4K 0.17% 62
2026
Q1 		$377K Buy
7,710
+415
+6% +$21K 0.18% 60
2025
Q4 		$358K Buy
+7,295
New +$353K 0.16% 62

Other funds holding JVAL

LPL Financial
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Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Affinity Wealth
Affinity Wealth Canton, Ohio $189M AUM 15.27% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Goodman Advisory Group
Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Apeiron RIA
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Cooper/Haims Advisors's JVAL Position: Q3 2026 in Review

Cooper/Haims Advisors held its JPMorgan US Value Factor ETF (JVAL) position steady in Q3 2026 at 6,795 shares worth $394K. The position accounts for 0.17% of the portfolio, ranked #63.

Cooper/Haims Advisors first reported a position in JVAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $398K in Q2 2026. 92 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

  • Cooper/Haims Advisors held 6,795 shares of JPMorgan US Value Factor ETF worth $394K as of Q3 2026.
  • Cooper/Haims Advisors left its JPMorgan US Value Factor ETF share count unchanged in Q3 2026.
  • JPMorgan US Value Factor ETF made up 0.17% of Cooper/Haims Advisors's portfolio in Q3 2026, its #63 holding.
  • Cooper/Haims Advisors first reported a position in JPMorgan US Value Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Cooper/Haims Advisors's JPMorgan US Value Factor ETF position peaked at $398K in Q2 2026.
  • 92 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Cooper/Haims Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.