Guardian Wealth Advisors (North Carolina)’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-478	Closed	-$23.4K	–	503
2026 Q1	$23.4K	Buy	+478	New	+$24.1K	﹤0.01%	494
2025 Q3	–	Sell	-478	Closed	-$21.1K	–	466
2025 Q2	$21.1K	Hold	478	–	–	﹤0.01%	446
2025 Q1	$19.8K	Hold	478	–	–	﹤0.01%	429
2024 Q4	$20.6K	Hold	478	–	–	﹤0.01%	410
2024 Q3	$20.8K	Hold	478	–	–	﹤0.01%	353
2024 Q2	$19.5K	Hold	478	–	–	﹤0.01%	346
2024 Q1	$19.9K	Buy	+478	New	+$18.9K	﹤0.01%	363

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

Guardian Wealth Advisors (North Carolina)'s JVAL Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of JPMorgan US Value Factor ETF (JVAL) in Q2 2026, closing a stake of 478 shares — an estimated $23.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in JVAL in Q1 2024 and held it in 7 quarters. The position peaked at $23.4K in Q1 2026. 167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining JPMorgan US Value Factor ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 478 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $23.4K.
Guardian Wealth Advisors (North Carolina) first reported a position in JPMorgan US Value Factor ETF in Q1 2024 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s JPMorgan US Value Factor ETF position peaked at $23.4K in Q1 2026.
167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.