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

IFP 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 Q2	$50.1K	Sell	855 -13	-1%	-$716	﹤0.01%	2394
2026 Q1	$42.4K	Buy	868 +42	+5%	+$2.12K	﹤0.01%	2344
2025 Q4	$40.5K	Hold	826	–	–	﹤0.01%	2304
2025 Q3	$39.2K	Buy	826 +214	+35%	+$9.84K	﹤0.01%	2199
2025 Q2	$27.1K	Buy	+612	New	+$25.3K	﹤0.01%	2381
2023 Q1	–	Sell	-12,633	Closed	-$327K	–	3949
2022 Q4	$327K	Sell	12,633 -714	-5%	-$23.5K	0.01%	1102
2022 Q3	$346K	Buy	13,347 +500	+4%	+$16.6K	0.01%	1113
2022 Q2	$333K	Hold	12,847	–	–	0.01%	1020
2022 Q1	$333K	Buy	+12,847	New	+$476K	0.01%	1020

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

IFP Advisors's JVAL Position: Q2 2026 in Review

IFP Advisors reduced its JPMorgan US Value Factor ETF (JVAL) stake by 1.5% in Q2 2026, selling an estimated $716 and leaving 855 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

IFP Advisors first reported a position in JVAL in Q1 2022 and has held it in 9 quarters since. The position peaked at $346K in Q3 2022. 167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

IFP Advisors held 855 shares of JPMorgan US Value Factor ETF worth $50.1K as of Q2 2026.
IFP Advisors sold 13 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $716.
JPMorgan US Value Factor ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2394 holding.
IFP Advisors first reported a position in JPMorgan US Value Factor ETF in Q1 2022 and has held it in 9 quarters since.
IFP Advisors's JPMorgan US Value Factor ETF position peaked at $346K in Q3 2022.
167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.