JP Morgan Chase’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

JP Morgan Chase’s Portfolio PVAL Stock Details PVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.4M	Buy	228,189 +67,924	+42%	+$3.21M	﹤0.01%	2638
2025 Q4	$7.3M	Buy	160,265 +90,154	+129%	+$3.96M	﹤0.01%	2976
2025 Q3	$3M	Buy	70,111 +42,244	+152%	+$1.75M	﹤0.01%	3771
2025 Q2	$1.12M	Buy	27,867 +15,435	+124%	+$582K	﹤0.01%	4299
2025 Q1	$473K	Buy	12,432 +12,148	+4,277%	+$465K	﹤0.01%	4812
2024 Q4	$10.5K	Sell	284 -10,415	-97%	-$400K	﹤0.01%	6384
2024 Q3	$406K	Buy	+10,699	New	+$394K	﹤0.01%	5042

Other funds holding PVAL

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase's PVAL Position: Q1 2026 in Review

JP Morgan Chase increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 42% in Q1 2026, buying an estimated $3.21M and bringing the position to 228,189 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

JP Morgan Chase first reported a position in PVAL in Q3 2024 and has held it in 7 quarters since. 314 funds tracked by Wall St. Rank hold PVAL as of Q1 2026.

JP Morgan Chase held 228,189 shares of Putnam Focused Large Cap Value ETF worth $10.4M as of Q1 2026.
JP Morgan Chase bought 67,924 Putnam Focused Large Cap Value ETF shares in Q1 2026, an estimated $3.21M.
Putnam Focused Large Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2638 holding.
JP Morgan Chase first reported a position in Putnam Focused Large Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
314 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.