Janney Montgomery Scott
JVAL icon

Janney Montgomery Scott’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Janney Montgomery Scott’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 		$466K Buy
7,952
+526
+7% +$29K ﹤0.01% 2433
2026
Q1 		$363K Sell
7,426
-338
-4% -$17.1K ﹤0.01% 2257
2025
Q4 		$381K Buy
7,764
+672
+9% +$32.5K ﹤0.01% 2390
2025
Q3 		$337K Hold
7,092
– – ﹤0.01% 2417
2025
Q2 		$314K Sell
7,092
-5,183
-42% -$214K ﹤0.01% 2318
2025
Q1 		$508K Buy
12,275
+946
+8% +$41.2K ﹤0.01% 1977
2024
Q4 		$489K Sell
11,329
-137
-1% -$6.05K ﹤0.01% 2013
2024
Q3 		$500K Sell
11,466
-463
-4% -$19.4K ﹤0.01% 1968
2024
Q2 		$488K Sell
11,929
-141
-1% -$5.72K ﹤0.01% 1910
2024
Q1 		$502K Buy
12,070
+1,265
+12% +$49.9K ﹤0.01% 2001
2023
Q4 		$417K Sell
10,805
-1,459
-12% -$52K ﹤0.01% 2027
2023
Q3 		$425K Sell
12,264
-494
-4% -$17.8K ﹤0.01% 1895
2023
Q2 		$455K Buy
+12,758
New +$435K ﹤0.01% 1951
2022
Q4 		– Sell
-123,643
Closed -$3.68M – 2603
2022
Q3 		$3.68M Buy
123,643
+22,678
+22% +$755K 0.02% 728
2022
Q2 		$3.24M Buy
+100,965
New +$3.51M 0.01% 723

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
AWL
AFFINITY WEALTH LLC 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

Janney Montgomery Scott's JVAL Position: Q2 2026 in Review

Janney Montgomery Scott increased its JPMorgan US Value Factor ETF (JVAL) stake by 7.1% in Q2 2026, buying an estimated $29K and bringing the position to 7,952 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Janney Montgomery Scott first reported a position in JVAL in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.68M in Q3 2022. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Janney Montgomery Scott held 7,952 shares of JPMorgan US Value Factor ETF worth $466K as of Q2 2026.
  • Janney Montgomery Scott bought 526 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $29K.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2433 holding.
  • Janney Montgomery Scott first reported a position in JPMorgan US Value Factor ETF in Q2 2022 and has held it in 15 quarters since.
  • Janney Montgomery Scott's JPMorgan US Value Factor ETF position peaked at $3.68M in Q3 2022.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.