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

Farther Finance 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
Q3 		$210K Sell
3,626
-57
-2% -$3.35K ﹤0.01% 2266
2026
Q2 		$216K Buy
3,683
+2,106
+134% +$116K ﹤0.01% 2191
2026
Q1 		$77.7K Buy
1,577
+19
+1% +$960 ﹤0.01% 2688
2025
Q4 		$76.5K Hold
1,558
– – ﹤0.01% 2518
2025
Q3 		$74K Hold
1,558
– – ﹤0.01% 2219
2025
Q2 		$68.9K Buy
1,558
+772
+98% +$31.9K ﹤0.01% 1967
2025
Q1 		$32.5K Hold
786
– – ﹤0.01% 2124
2024
Q4 		$33.9K Buy
786
+1
+0.1% +$44 ﹤0.01% 1842
2024
Q3 		$34.2K Hold
785
– – ﹤0.01% 1839
2024
Q2 		$31.9K Sell
785
-152
-16% -$6.17K ﹤0.01% 1594
2024
Q1 		$38.9K Buy
937
+191
+26% +$7.53K ﹤0.01% 1267
2023
Q4 		$28.8K Buy
746
+194
+35% +$6.91K ﹤0.01% 1225
2023
Q3 		$19.1K Hold
552
– – ﹤0.01% 1101
2023
Q2 		$19.7K Buy
+552
New +$18.8K ﹤0.01% 1006
2023
Q1 		– Sell
-691
Closed -$22.9K – 2391
2022
Q4 		$22.9K Buy
+691
New +$22.8K 0.01% 690

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors's JVAL Position: Q3 2026 in Review

Farther Finance Advisors reduced its JPMorgan US Value Factor ETF (JVAL) stake by 1.5% in Q3 2026, selling an estimated $3.35K and leaving 3,626 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Farther Finance Advisors first reported a position in JVAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $216K in Q2 2026. 10 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

  • Farther Finance Advisors held 3,626 shares of JPMorgan US Value Factor ETF worth $210K as of Q3 2026.
  • Farther Finance Advisors sold 57 JPMorgan US Value Factor ETF shares in Q3 2026, an estimated $3.35K.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2266 holding.
  • Farther Finance Advisors first reported a position in JPMorgan US Value Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's JPMorgan US Value Factor ETF position peaked at $216K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.