JP Morgan Chase
QVAL icon

JP Morgan Chase’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

JP Morgan Chase’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$169K Buy
3,317
+3,162
+2,040% +$164K ﹤0.01% 5555
2025
Q4 		$7.56K Sell
155
-1,923
-93% -$91.2K ﹤0.01% 6733
2025
Q3 		$96.9K Buy
+2,078
New +$93.4K ﹤0.01% 5922
2025
Q2 		– Sell
-1,076
Closed -$45.7K – 6996
2025
Q1 		$45.9K Sell
1,076
-71
-6% -$3.16K ﹤0.01% 5910
2024
Q4 		$51.2K Buy
1,147
+947
+474% +$43.5K ﹤0.01% 6005
2024
Q3 		$9.27K Buy
200
+70
+54% +$3.08K ﹤0.01% 6383
2024
Q2 		$5.61K Hold
130
– – ﹤0.01% 6365
2024
Q1 		$5.88K Sell
130
-2
-2% -$83 ﹤0.01% 6423
2023
Q4 		$5.34K Buy
+132
New +$4.94K ﹤0.01% 6541

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return