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Lodestone Wealth Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Lodestone Wealth Management’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 		$42.2K Sell
719
-284
-28% -$15.6K 0.01% 323
2026
Q1 		$49K Sell
1,003
-1,020
-50% -$51.5K 0.02% 299
2025
Q4 		$99.3K Buy
+2,023
New +$97.8K 0.04% 220

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lodestone Wealth Management's JVAL Position: Q2 2026 in Review

Lodestone Wealth Management reduced its JPMorgan US Value Factor ETF (JVAL) stake by 28% in Q2 2026, selling an estimated $15.6K and leaving 719 shares worth $42.2K. The position accounts for 0.01% of the portfolio, ranked #323.

Lodestone Wealth Management first reported a position in JVAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $99.3K in Q4 2025. 167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Lodestone Wealth Management held 719 shares of JPMorgan US Value Factor ETF worth $42.2K as of Q2 2026.
  • Lodestone Wealth Management sold 284 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $15.6K.
  • JPMorgan US Value Factor ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #323 holding.
  • Lodestone Wealth Management first reported a position in JPMorgan US Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's JPMorgan US Value Factor ETF position peaked at $99.3K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.