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

Crewe 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
2025 Q3	–	Sell	-137	Closed	-$6.06K	–	1015
2025 Q2	$6.06K	Buy	+137	New	+$5.65K	﹤0.01%	512

Other funds holding JVAL

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

AWE

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 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

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

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Crewe Advisors's JVAL Position: Q3 2025 in Review

Crewe Advisors sold out of JPMorgan US Value Factor ETF (JVAL) in Q3 2025, closing a stake of 137 shares — an estimated $6.06K sold.

Crewe Advisors first reported a position in JVAL in Q2 2025 and held it in 1 quarter. The position peaked at $6.06K in Q2 2025. 136 funds tracked by Wall St. Rank hold JVAL as of Q3 2025.

Crewe Advisors reported no remaining JPMorgan US Value Factor ETF position as of Q3 2025 after selling out during the quarter.
Crewe Advisors sold 137 JPMorgan US Value Factor ETF shares in Q3 2025, an estimated $6.06K.
Crewe Advisors first reported a position in JPMorgan US Value Factor ETF in Q2 2025 and held it in 1 quarter.
Crewe Advisors's JPMorgan US Value Factor ETF position peaked at $6.06K in Q2 2025.
136 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.