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 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

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Heritage Wealth Architects's JVAL Position: Q2 2026 in Review

Heritage Wealth Architects reduced its JPMorgan US Value Factor ETF (JVAL) stake by 0.41% in Q2 2026, selling an estimated $11.2K and leaving 49,707 shares worth $2.88M. The position accounts for 1.15% of the portfolio, ranked #13.

Heritage Wealth Architects first reported a position in JVAL in Q1 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Heritage Wealth Architects held 49,707 shares of JPMorgan US Value Factor ETF worth $2.88M as of Q2 2026.
Heritage Wealth Architects sold 203 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $11.2K.
JPMorgan US Value Factor ETF made up 1.15% of Heritage Wealth Architects's portfolio in Q2 2026, its #13 holding.
Heritage Wealth Architects first reported a position in JPMorgan US Value Factor ETF in Q1 2025 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.