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

EP Wealth 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	$2.94M	Sell	50,171 -60	-0.1%	-$3.3K	0.01%	492
2026 Q1	$2.45M	Buy	50,231 +6	+0%	+$303	0.01%	436
2025 Q4	$2.47M	Buy	+50,225	New	+$2.43M	0.01%	401
2025 Q2	$2.29M	Sell	51,872 -460	-0.9%	-$19K	0.02%	387
2025 Q1	$2.17M	Buy	52,332 +24	+0%	+$1.05K	0.02%	357
2024 Q4	$2.26M	Sell	52,308 -1,650	-3%	-$72.9K	0.02%	339
2024 Q3	$2.35M	Buy	+53,958	New	+$2.26M	0.02%	328

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

EP Wealth Advisors's JVAL Position: Q2 2026 in Review

EP Wealth Advisors reduced its JPMorgan US Value Factor ETF (JVAL) stake by 0.12% in Q2 2026, selling an estimated $3.3K and leaving 50,171 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #492.

EP Wealth Advisors first reported a position in JVAL in Q3 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

EP Wealth Advisors held 50,171 shares of JPMorgan US Value Factor ETF worth $2.94M as of Q2 2026.
EP Wealth Advisors sold 60 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $3.3K.
JPMorgan US Value Factor ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #492 holding.
EP Wealth Advisors first reported a position in JPMorgan US Value Factor ETF in Q3 2024 and has held it in 7 quarters since.
167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.