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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
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

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
Affinity Wealth Canton, Ohio $186M AUM 22.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cooper/Haims Advisors's JVAL Position: Q2 2026 in Review

Cooper/Haims Advisors reduced its JPMorgan US Value Factor ETF (JVAL) stake by 12% in Q2 2026, selling an estimated $50.4K and leaving 6,795 shares worth $398K. The position accounts for 0.17% of the portfolio, ranked #62.

Cooper/Haims Advisors first reported a position in JVAL in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Cooper/Haims Advisors held 6,795 shares of JPMorgan US Value Factor ETF worth $398K as of Q2 2026.
  • Cooper/Haims Advisors sold 915 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $50.4K.
  • JPMorgan US Value Factor ETF made up 0.17% of Cooper/Haims Advisors's portfolio in Q2 2026, its #62 holding.
  • Cooper/Haims Advisors first reported a position in JPMorgan US Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.