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

CoreCap 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 		$356K Buy
6,154
+108
+2% +$6.35K 0.01% 648
2026
Q2 		$355K Sell
6,046
-377
-6% -$20.8K 0.01% 662
2026
Q1 		$314K Buy
6,423
+254
+4% +$12.8K 0.01% 641
2025
Q4 		$303K Sell
6,169
-247
-4% -$11.9K 0.01% 648
2025
Q3 		$305K Sell
6,416
-1,146
-15% -$52.7K 0.01% 668
2025
Q2 		$334K Sell
7,562
-52
-0.7% -$2.15K 0.01% 593
2025
Q1 		$315K Sell
7,614
-621
-8% -$27.1K 0.01% 564
2024
Q4 		$356K Sell
8,235
-113
-1% -$4.99K 0.02% 548
2024
Q3 		$364K Buy
8,348
+1,609
+24% +$67.5K 0.02% 535
2024
Q2 		$275K Buy
6,739
+1,710
+34% +$69.4K 0.03% 315
2024
Q1 		$209K Buy
+5,029
New +$198K 0.01% 617
2022
Q4 		$63.6K Sell
1,918
-7,168
-79% -$236K ﹤0.01% 906
2022
Q3 		$271K Buy
9,086
+2,397
+36% +$79.8K 0.02% 433
2022
Q2 		$215K Buy
+6,689
New +$232K 0.02% 498
2022
Q1 		– Sell
-4,135
Closed -$159K – 1338
2021
Q4 		$159K Buy
+4,135
New +$155K 0.01% 594

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

CoreCap Advisors's JVAL Position: Q3 2026 in Review

CoreCap Advisors increased its JPMorgan US Value Factor ETF (JVAL) stake by 1.8% in Q3 2026, buying an estimated $6.35K and bringing the position to 6,154 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #648.

CoreCap Advisors first reported a position in JVAL in Q4 2021 and has held it in 15 quarters since. The position peaked at $364K in Q3 2024. 10 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

  • CoreCap Advisors held 6,154 shares of JPMorgan US Value Factor ETF worth $356K as of Q3 2026.
  • CoreCap Advisors bought 108 JPMorgan US Value Factor ETF shares in Q3 2026, an estimated $6.35K.
  • JPMorgan US Value Factor ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #648 holding.
  • CoreCap Advisors first reported a position in JPMorgan US Value Factor ETF in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's JPMorgan US Value Factor ETF position peaked at $364K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.