Heritage Wealth Architects’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Heritage Wealth Architects’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	$2.85M	Sell	48,519 -1,188	-2%	-$69.8K	1.16%	12
2026 Q2	$2.88M	Sell	49,707 -203	-0.4%	-$11.2K	1.15%	13
2026 Q1	$2.69M	Buy	49,910 +9,415	+23%	+$476K	1.13%	14
2025 Q4	$2.06M	Sell	40,495 -763	-2%	-$36.9K	0.96%	16
2025 Q3	$1.96M	Sell	41,258 -766	-2%	-$35.2K	1.21%	16
2025 Q2	$1.86M	Sell	42,024 -295	-0.7%	-$12.2K	1.37%	15
2025 Q1	$1.75M	Buy	+42,319	New	+$1.84M	1.7%	14

Other funds holding JVAL

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Heritage Wealth Architects's JVAL Position: Q3 2026 in Review

Heritage Wealth Architects reduced its JPMorgan US Value Factor ETF (JVAL) stake by 2.4% in Q3 2026, selling an estimated $69.8K and leaving 48,519 shares worth $2.85M. The position accounts for 1.16% of the portfolio, ranked #12.

Heritage Wealth Architects first reported a position in JVAL in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.88M in Q2 2026. 32 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

Heritage Wealth Architects held 48,519 shares of JPMorgan US Value Factor ETF worth $2.85M as of Q3 2026.
Heritage Wealth Architects sold 1,188 JPMorgan US Value Factor ETF shares in Q3 2026, an estimated $69.8K.
JPMorgan US Value Factor ETF made up 1.16% of Heritage Wealth Architects's portfolio in Q3 2026, its #12 holding.
Heritage Wealth Architects first reported a position in JPMorgan US Value Factor ETF in Q1 2025 and has held it in 7 quarters since.
Heritage Wealth Architects's JPMorgan US Value Factor ETF position peaked at $2.88M in Q2 2026.
32 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.