Goldman Sachs
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Goldman Sachs’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Goldman Sachs’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
Q1 		$501K Sell
10,249
-72,840
-88% -$3.68M ﹤0.01% 5594
2025
Q4 		$4.08M Buy
83,089
+13,272
+19% +$642K ﹤0.01% 3934
2025
Q3 		$3.32M Sell
69,817
-1,999
-3% -$92K ﹤0.01% 4029
2025
Q2 		$3.18M Buy
+71,816
New +$2.96M ﹤0.01% 3826
2024
Q4 		– Sell
-72,041
Closed -$3.14M – 6164
2024
Q3 		$3.14M Buy
72,041
+5,900
+9% +$248K ﹤0.01% 3756
2024
Q2 		$2.7M Sell
66,141
-15,574
-19% -$632K ﹤0.01% 3695
2024
Q1 		$3.4M Sell
81,715
-47,546
-37% -$1.88M ﹤0.01% 3433
2023
Q4 		$4.99M Buy
+129,261
New +$4.61M ﹤0.01% 3168
2023
Q3 		– Sell
-40,902
Closed -$1.46M – 5719
2023
Q2 		$1.46M Buy
40,902
+26,754
+189% +$913K ﹤0.01% 4094
2023
Q1 		$482K Buy
14,148
+2,400
+20% +$82.4K ﹤0.01% 4838
2022
Q4 		$389K Buy
11,748
+5,028
+75% +$166K ﹤0.01% 4999
2022
Q3 		$200K Sell
6,720
-23,461
-78% -$781K ﹤0.01% 5479
2022
Q2 		$969K Sell
30,181
-155,995
-84% -$5.42M ﹤0.01% 4636
2022
Q1 		$6.88M Buy
186,176
+172,561
+1,267% +$6.39M ﹤0.01% 3042
2021
Q4 		$523K Buy
13,615
+5,155
+61% +$193K ﹤0.01% 5349
2021
Q3 		$300K Buy
+8,460
New +$309K ﹤0.01% 5501

Other funds holding JVAL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Goldman Sachs's JVAL Position: Q1 2026 in Review

Goldman Sachs reduced its JPMorgan US Value Factor ETF (JVAL) stake by 88% in Q1 2026, selling an estimated $3.68M and leaving 10,249 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #5594.

Goldman Sachs first reported a position in JVAL in Q3 2021 and has held it in 16 quarters since. The position peaked at $6.88M in Q1 2022. 153 funds tracked by Wall St. Rank hold JVAL as of Q1 2026.

  • Goldman Sachs held 10,249 shares of JPMorgan US Value Factor ETF worth $501K as of Q1 2026.
  • Goldman Sachs sold 72,840 JPMorgan US Value Factor ETF shares in Q1 2026, an estimated $3.68M.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #5594 holding.
  • Goldman Sachs first reported a position in JPMorgan US Value Factor ETF in Q3 2021 and has held it in 16 quarters since.
  • Goldman Sachs's JPMorgan US Value Factor ETF position peaked at $6.88M in Q1 2022.
  • 153 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.