Evergreen Wealth Solutions’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Evergreen Wealth Solutions’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	$217K	Buy	+3,581	New	+$197K	0.01%	485

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

Evergreen Wealth Solutions's JVAL Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q2 2026: 3,581 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #485 among its holdings.

167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Evergreen Wealth Solutions held 3,581 shares of JPMorgan US Value Factor ETF worth $217K as of Q2 2026.
JPMorgan US Value Factor ETF was a new Evergreen Wealth Solutions position in Q2 2026.
JPMorgan US Value Factor ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #485 holding.
167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.