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Crossmark Global Holdings’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Crossmark Global Holdings’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
Q4 		– Sell
-46,850
Closed -$2.22M – 1282
2025
Q3 		$2.22M Sell
46,850
-11,244
-19% -$517K 0.03% 415
2025
Q2 		$2.56M Sell
58,094
-2,752
-5% -$114K 0.04% 368
2025
Q1 		$2.51M Buy
+60,846
New +$2.65M 0.04% 360

Other funds holding JVAL

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 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

Crossmark Global Holdings's JVAL Position: Q4 2025 in Review

Crossmark Global Holdings sold out of JPMorgan US Value Factor ETF (JVAL) in Q4 2025, closing a stake of 46,850 shares — an estimated $2.22M sold.

Crossmark Global Holdings first reported a position in JVAL in Q1 2025 and held it in 3 quarters. The position peaked at $2.56M in Q2 2025. 145 funds tracked by Wall St. Rank hold JVAL as of Q4 2025.

  • Crossmark Global Holdings reported no remaining JPMorgan US Value Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 46,850 JPMorgan US Value Factor ETF shares in Q4 2025, an estimated $2.22M.
  • Crossmark Global Holdings first reported a position in JPMorgan US Value Factor ETF in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's JPMorgan US Value Factor ETF position peaked at $2.56M in Q2 2025.
  • 145 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.