Elevation Wealth Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Elevation Wealth Management’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	$277K	Hold	4,728	–	–	0.21%	111
2026 Q1	$231K	Buy	+4,728	New	+$239K	0.21%	116

Other funds holding JVAL

AWE

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Elevation Wealth Management's JVAL Position: Q2 2026 in Review

Elevation Wealth Management held its JPMorgan US Value Factor ETF (JVAL) position steady in Q2 2026 at 4,728 shares worth $277K. The position accounts for 0.21% of the portfolio, ranked #111.

Elevation Wealth Management first reported a position in JVAL in Q1 2026 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Elevation Wealth Management held 4,728 shares of JPMorgan US Value Factor ETF worth $277K as of Q2 2026.
Elevation Wealth Management left its JPMorgan US Value Factor ETF share count unchanged in Q2 2026.
JPMorgan US Value Factor ETF made up 0.21% of Elevation Wealth Management's portfolio in Q2 2026, its #111 holding.
Elevation Wealth Management first reported a position in JPMorgan US Value Factor ETF in Q1 2026 and has held it in 2 quarters since.
167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.