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L & S Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

L & S Advisors’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 		$993K Buy
20,328
+305
+2% +$15.4K 0.13% 142
2025
Q4 		$983K Sell
20,023
-148
-0.7% -$7.16K 0.09% 194
2025
Q3 		$958K Buy
20,171
+1,822
+10% +$83.8K 0.09% 172
2025
Q2 		$812K Buy
18,349
+2,574
+16% +$106K 0.08% 190
2025
Q1 		$653K Buy
15,775
+767
+5% +$33.4K 0.08% 208
2024
Q4 		$648K Buy
15,008
+537
+4% +$23.7K 0.07% 204
2024
Q3 		$631K Buy
14,471
+171
+1% +$7.18K 0.07% 217
2024
Q2 		$584K Buy
14,300
+91
+0.6% +$3.69K 0.07% 212
2024
Q1 		$591K Buy
14,209
+137
+1% +$5.4K 0.07% 221
2023
Q4 		$543K Sell
14,072
-1,148
-8% -$40.9K 0.07% 203
2023
Q3 		$527K Sell
15,220
-945
-6% -$34K 0.08% 198
2023
Q2 		$577K Buy
+16,165
New +$552K 0.08% 196

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 $8.94B AUM 20.84% 1-Year Est. Return

L & S Advisors's JVAL Position: Q1 2026 in Review

L & S Advisors increased its JPMorgan US Value Factor ETF (JVAL) stake by 1.5% in Q1 2026, buying an estimated $15.4K and bringing the position to 20,328 shares worth $993K. The position accounts for 0.13% of the portfolio, ranked #142.

L & S Advisors first reported a position in JVAL in Q2 2023 and has held it in 12 quarters since. 153 funds tracked by Wall St. Rank hold JVAL as of Q1 2026.

  • L & S Advisors held 20,328 shares of JPMorgan US Value Factor ETF worth $993K as of Q1 2026.
  • L & S Advisors bought 305 JPMorgan US Value Factor ETF shares in Q1 2026, an estimated $15.4K.
  • JPMorgan US Value Factor ETF made up 0.13% of L & S Advisors's portfolio in Q1 2026, its #142 holding.
  • L & S Advisors first reported a position in JPMorgan US Value Factor ETF in Q2 2023 and has held it in 12 quarters since.
  • 153 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.