Mariner
JVAL icon

Mariner’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Mariner’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 		$7.19M Sell
147,209
-3,572
-2% -$180K 0.01% 901
2025
Q4 		$7.4M Buy
150,781
+135,560
+891% +$6.55M 0.01% 834
2025
Q3 		$723K Sell
15,221
-526
-3% -$24.2K ﹤0.01% 2146
2025
Q2 		$696K Sell
15,747
-444
-3% -$18.3K ﹤0.01% 2067
2025
Q1 		$671K Sell
16,191
-213
-1% -$9.28K ﹤0.01% 1963
2024
Q4 		$709K Sell
16,404
-6,925
-30% -$306K ﹤0.01% 1895
2024
Q3 		$1.02M Sell
23,329
-1,909
-8% -$80.1K ﹤0.01% 1590
2024
Q2 		$1.03M Sell
25,238
-7,519
-23% -$305K ﹤0.01% 1484
2024
Q1 		$1.36M Buy
+32,757
New +$1.29M ﹤0.01% 1308

Other funds holding JVAL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.15B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $1.47T 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