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HUB Investment Partners’s JPMorgan US Value Factor ETF JVAL Stock Holding History

HUB Investment Partners’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 		$1.2M Sell
20,428
-389
-2% -$21.4K 0.02% 406
2026
Q1 		$1.02M Buy
20,817
+2,775
+15% +$140K 0.02% 363
2025
Q4 		$885K Sell
18,042
-4,203
-19% -$203K 0.02% 331
2025
Q3 		$1.06M Sell
22,245
-1,033
-4% -$47.5K 0.04% 272
2025
Q2 		$1.03M Sell
23,278
-8,798
-27% -$363K 0.03% 266
2025
Q1 		$1.33M Sell
32,076
-24,617
-43% -$1.07M 0.05% 202
2024
Q4 		$2.45M Sell
56,693
-21,283
-27% -$940K 0.1% 138
2024
Q3 		$3.4M Sell
77,976
-4,107
-5% -$172K 0.15% 122
2024
Q2 		$3.35M Sell
82,083
-69
-0.1% -$2.8K 0.13% 122
2024
Q1 		$3.42M Sell
82,152
-3,745
-4% -$148K 0.19% 119
2023
Q4 		$3.31M Sell
85,897
-2,805
-3% -$99.9K 0.23% 111
2023
Q3 		$3.07M Sell
88,702
-6,570
-7% -$237K 0.46% 57
2023
Q2 		$3.4M Buy
95,272
+1,191
+1% +$40.6K 0.56% 44
2023
Q1 		$3.2M Buy
94,081
+6,534
+7% +$224K 0.66% 39
2022
Q4 		$2.9M Buy
87,547
+4,893
+6% +$161K 0.63% 35
2022
Q3 		$2.46M Sell
82,654
-1,524
-2% -$50.7K 0.74% 35
2022
Q2 		$2.7M Sell
84,178
-9,209
-10% -$320K 0.84% 29
2022
Q1 		$3.45M Buy
+93,387
New +$3.46M 0.81% 28

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
Affinity Wealth Canton, Ohio $186M AUM 22.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HUB Investment Partners's JVAL Position: Q2 2026 in Review

HUB Investment Partners reduced its JPMorgan US Value Factor ETF (JVAL) stake by 1.9% in Q2 2026, selling an estimated $21.4K and leaving 20,428 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #406.

HUB Investment Partners first reported a position in JVAL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.45M in Q1 2022. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • HUB Investment Partners held 20,428 shares of JPMorgan US Value Factor ETF worth $1.2M as of Q2 2026.
  • HUB Investment Partners sold 389 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $21.4K.
  • JPMorgan US Value Factor ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #406 holding.
  • HUB Investment Partners first reported a position in JPMorgan US Value Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • HUB Investment Partners's JPMorgan US Value Factor ETF position peaked at $3.45M in Q1 2022.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.