GRP
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Global Retirement Partners’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Global Retirement Partners’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 		$295K Buy
+5,030
New +$277K ﹤0.01% 1341
2025
Q4 		$68.2K Sell
1,389
-40
-3% -$1.93K ﹤0.01% 2158
2025
Q3 		$67.9K Sell
1,429
-71
-5% -$3.27K ﹤0.01% 1728
2025
Q2 		$66.4K Buy
+1,500
New +$61.9K ﹤0.01% 1626
2024
Q4 		$65.7K Buy
1,521
+4
+0.3% +$177 ﹤0.01% 1482
2024
Q3 		$66.1K Buy
1,517
+6
+0.4% +$252 ﹤0.01% 1421
2024
Q2 		$61.8K Buy
1,511
+228
+18% +$9.25K ﹤0.01% 1424
2024
Q1 		$53.4K Buy
1,283
+10
+0.8% +$394 ﹤0.01% 1387
2023
Q4 		$48.4K Sell
1,273
-11
-0.9% -$392 ﹤0.01% 1387
2023
Q3 		$43.8K Buy
1,284
+5
+0.4% +$180 ﹤0.01% 1340
2023
Q2 		$45.6K Buy
1,279
+8
+0.6% +$273 ﹤0.01% 1317
2023
Q1 		$42.2K Buy
1,271
+281
+28% +$9.65K ﹤0.01% 1315
2022
Q4 		$32.8K Buy
990
+928
+1,497% +$30.6K ﹤0.01% 1266
2022
Q3 		$2K Hold
62
– – ﹤0.01% 2256
2022
Q2 		$2K Hold
62
– – ﹤0.01% 2215
2022
Q1 		$2K Buy
+62
New +$2.3K ﹤0.01% 2199

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
Affinity Wealth Canton, Ohio $186M AUM 22.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Global Retirement Partners's JVAL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q2 2026: 5,030 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JVAL as recently as Q4 2025.

Global Retirement Partners first reported a position in JVAL in Q1 2022 and has held it in 16 quarters since. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Global Retirement Partners held 5,030 shares of JPMorgan US Value Factor ETF worth $295K as of Q2 2026.
  • JPMorgan US Value Factor ETF was a new Global Retirement Partners position in Q2 2026.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1341 holding.
  • Global Retirement Partners first reported a position in JPMorgan US Value Factor ETF in Q1 2022 and has held it in 16 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.