Goodman Advisory Group’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Goodman Advisory Group’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	–	Sell	-376,094	Closed	-$18.4M	–	120
2026 Q1	$18.4M	Sell	376,094 -22,137	-6%	-$1.12M	4.77%	3
2025 Q4	$19.5M	Buy	+398,231	New	+$19.3M	4.81%	4
2025 Q2	–	Sell	-438,131	Closed	-$18.1M	–	178
2025 Q1	$18.1M	Buy	438,131 +7,212	+2%	+$314K	5.53%	2
2024 Q4	$18.6M	Buy	430,919 +17,529	+4%	+$774K	5.49%	2
2024 Q3	$18M	Buy	+413,390	New	+$17.4M	5.14%	2
2022 Q3	–	Sell	-5,238	Closed	-$168K	–	165
2022 Q2	$168K	Buy	+5,238	New	+$182K	0.07%	50

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

Goodman Advisory Group's JVAL Position: Q2 2026 in Review

Goodman Advisory Group sold out of JPMorgan US Value Factor ETF (JVAL) in Q2 2026, closing a stake of 376,094 shares — an estimated $18.4M sold.

Goodman Advisory Group first reported a position in JVAL in Q2 2022 and held it in 6 quarters. The position peaked at $19.5M in Q4 2025. 167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Goodman Advisory Group reported no remaining JPMorgan US Value Factor ETF position as of Q2 2026 after selling out during the quarter.
Goodman Advisory Group sold 376,094 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $18.4M.
Goodman Advisory Group first reported a position in JPMorgan US Value Factor ETF in Q2 2022 and held it in 6 quarters.
Goodman Advisory Group's JPMorgan US Value Factor ETF position peaked at $19.5M in Q4 2025.
167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.