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

Jaffetilchin 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
Q1 		$1.26M Sell
25,879
-1,686
-6% -$85.2K 0.08% 171
2025
Q4 		$1.35M Sell
27,565
-672
-2% -$32.5K 0.08% 158
2025
Q3 		$1.34M Buy
28,237
+58
+0.2% +$2.67K 0.08% 157
2025
Q2 		$1.25M Sell
28,179
-776
-3% -$32K 0.08% 156
2025
Q1 		$1.2M Sell
28,955
-136,807
-83% -$5.96M 0.09% 158
2024
Q4 		$7.16M Buy
165,762
+8,665
+6% +$383K 0.52% 36
2024
Q3 		$6.84M Sell
157,097
-8,150
-5% -$342K 0.52% 38
2024
Q2 		$6.75M Sell
165,247
-314
-0.2% -$12.7K 0.58% 36
2024
Q1 		$6.89M Sell
165,561
-71,536
-30% -$2.82M 0.62% 34
2023
Q4 		$9.15M Buy
237,097
+9,975
+4% +$355K 0.89% 27
2023
Q3 		$7.87M Buy
227,122
+471
+0.2% +$17K 0.87% 29
2023
Q2 		$8.09M Buy
226,651
+13,719
+6% +$468K 0.85% 28
2023
Q1 		$7.25M Buy
212,932
+88,383
+71% +$3.04M 0.82% 28
2022
Q4 		$4.13M Sell
124,549
-61,920
-33% -$2.04M 0.5% 49
2022
Q3 		$5.55M Sell
186,469
-316,977
-63% -$10.6M 0.71% 32
2022
Q2 		$16.2M Sell
503,446
-17,985
-3% -$625K 1.91% 14
2022
Q1 		$17.7M Buy
521,431
+342,873
+192% +$12.7M 2.09% 13
2021
Q4 		$6.86M Buy
+178,558
New +$6.68M 0.65% 35

Other funds holding JVAL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Jaffetilchin Investment Partners's JVAL Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its JPMorgan US Value Factor ETF (JVAL) stake by 6.1% in Q1 2026, selling an estimated $85.2K and leaving 25,879 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #171.

Jaffetilchin Investment Partners first reported a position in JVAL in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.7M in Q1 2022. 153 funds tracked by Wall St. Rank hold JVAL as of Q1 2026.

  • Jaffetilchin Investment Partners held 25,879 shares of JPMorgan US Value Factor ETF worth $1.26M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 1,686 JPMorgan US Value Factor ETF shares in Q1 2026, an estimated $85.2K.
  • JPMorgan US Value Factor ETF made up 0.08% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #171 holding.
  • Jaffetilchin Investment Partners first reported a position in JPMorgan US Value Factor ETF in Q4 2021 and has held it in 18 quarters since.
  • Jaffetilchin Investment Partners's JPMorgan US Value Factor ETF position peaked at $17.7M in Q1 2022.
  • 153 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.