HighTower Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

HighTower Advisors’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	$1M	Hold	20,531	–	–	﹤0.01%	2183
2025 Q4	$1.01M	Hold	20,531	–	–	﹤0.01%	2106
2025 Q3	$975K	Hold	20,531	–	–	﹤0.01%	2114
2025 Q2	$908K	Buy	20,531 +2,627	+15%	+$108K	﹤0.01%	2079
2025 Q1	$742K	Buy	17,904 +180	+1%	+$7.84K	﹤0.01%	2174
2024 Q4	$766K	Hold	17,724	–	–	﹤0.01%	2157
2024 Q3	$773K	Hold	17,724	–	–	﹤0.01%	2088
2024 Q2	$724K	Hold	17,724	–	–	﹤0.01%	2058
2024 Q1	$737K	Sell	17,724 -2,785	-14%	-$110K	﹤0.01%	2005
2023 Q4	$791K	Buy	20,509 +12,085	+143%	+$431K	﹤0.01%	1982
2023 Q3	$292K	Buy	+8,424	New	+$303K	﹤0.01%	2618
2022 Q4	–	Sell	-6,922	Closed	-$207K	–	3431
2022 Q3	$207K	Sell	6,922 -390	-5%	-$13K	﹤0.01%	2584
2022 Q2	$233K	Buy	+7,312	New	+$254K	﹤0.01%	2526
2021 Q4	–	Sell	-6,493	Closed	-$231K	–	3389
2021 Q3	$231K	Sell	6,493 -1,337	-17%	-$48.8K	﹤0.01%	2605
2021 Q2	$282K	Buy	+7,830	New	+$282K	﹤0.01%	2413

Other funds holding JVAL

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

HighTower Advisors's JVAL Position: Q1 2026 in Review

HighTower Advisors held its JPMorgan US Value Factor ETF (JVAL) position steady in Q1 2026 at 20,531 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

HighTower Advisors first reported a position in JVAL in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.01M in Q4 2025. 153 funds tracked by Wall St. Rank hold JVAL as of Q1 2026.

HighTower Advisors held 20,531 shares of JPMorgan US Value Factor ETF worth $1M as of Q1 2026.
HighTower Advisors left its JPMorgan US Value Factor ETF share count unchanged in Q1 2026.
JPMorgan US Value Factor ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2183 holding.
HighTower Advisors first reported a position in JPMorgan US Value Factor ETF in Q2 2021 and has held it in 15 quarters since.
HighTower Advisors's JPMorgan US Value Factor ETF position peaked at $1.01M in Q4 2025.
153 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.