Ken Griffin
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Ken Griffin’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Ken Griffin’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 		$1.32M Buy
+27,006
New +$1.36M ﹤0.01% 7031
2025
Q4 		– Sell
-14,183
Closed -$674K – 13419
2025
Q3 		$674K Sell
14,183
-4,737
-25% -$218K ﹤0.01% 8420
2025
Q2 		$837K Sell
18,920
-33,364
-64% -$1.38M ﹤0.01% 7482
2025
Q1 		$2.17M Buy
52,284
+47,387
+968% +$2.07M ﹤0.01% 5374
2024
Q4 		$212K Sell
4,897
-25,687
-84% -$1.13M ﹤0.01% 10352
2024
Q3 		$1.33M Buy
30,584
+20,813
+213% +$874K ﹤0.01% 6274
2024
Q2 		$399K Sell
9,771
-33,946
-78% -$1.38M ﹤0.01% 8528
2024
Q1 		$1.82M Buy
43,717
+34,541
+376% +$1.36M ﹤0.01% 5714
2023
Q4 		$354K Sell
9,176
-53,185
-85% -$1.89M ﹤0.01% 8814
2023
Q3 		$2.16M Buy
+62,361
New +$2.25M ﹤0.01% 5075
2022
Q4 		– Sell
-67,110
Closed -$2M – 15187
2022
Q3 		$2M Buy
67,110
+52,691
+365% +$1.75M ﹤0.01% 5593
2022
Q2 		$463K Sell
14,419
-81,323
-85% -$2.83M ﹤0.01% 8817
2022
Q1 		$3.54M Buy
95,742
+90,536
+1,739% +$3.35M ﹤0.01% 4846
2021
Q4 		$200K Buy
+5,206
New +$195K ﹤0.01% 11852
2021
Q2 		– Sell
-36,590
Closed -$1.26M – 14048
2021
Q1 		$1.26M Buy
+36,590
New +$1.18M ﹤0.01% 7534
2020
Q3 		– Sell
-31,174
Closed -$749K – 10412
2020
Q2 		$749K Buy
+31,174
New +$716K ﹤0.01% 6355
2020
Q1 		– Sell
-22,169
Closed -$643K – 9900
2019
Q4 		$643K Buy
22,169
+4,461
+25% +$124K ﹤0.01% 6394
2019
Q3 		$473K Sell
17,708
-16,172
-48% -$428K ﹤0.01% 6853
2019
Q2 		$898K Buy
+33,880
New +$890K ﹤0.01% 5858
2019
Q1 		– Sell
-10,138
Closed -$235K – 9594
2018
Q4 		$235K Buy
+10,138
New +$253K ﹤0.01% 7636

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 24.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Ken Griffin's JVAL Position: Q1 2026 in Review

Ken Griffin opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q1 2026: 27,006 shares worth $1.32M. The stake represents ﹤0.01% of the portfolio and ranks #7031 among its holdings. This is a return to the name: Ken Griffin previously reported a position in JVAL as recently as Q3 2025.

Ken Griffin first reported a position in JVAL in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.54M in Q1 2022. 153 funds tracked by Wall St. Rank hold JVAL as of Q1 2026.

  • Ken Griffin held 27,006 shares of JPMorgan US Value Factor ETF worth $1.32M as of Q1 2026.
  • JPMorgan US Value Factor ETF was a new Ken Griffin position in Q1 2026.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #7031 holding.
  • Ken Griffin first reported a position in JPMorgan US Value Factor ETF in Q4 2018 and has held it in 20 quarters since.
  • Ken Griffin's JPMorgan US Value Factor ETF position peaked at $3.54M in Q1 2022.
  • 153 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.