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

Modera 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
2025 Q4	–	Sell	-4,867	Closed	-$231K	–	656
2025 Q3	$231K	Hold	4,867	–	–	﹤0.01%	598
2025 Q2	$215K	Hold	4,867	–	–	﹤0.01%	609
2025 Q1	$202K	Hold	4,867	–	–	﹤0.01%	591
2024 Q4	$210K	Hold	4,867	–	–	﹤0.01%	592
2024 Q3	$212K	Buy	+4,867	New	+$204K	﹤0.01%	574

Other funds holding JVAL

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

GAG

Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return

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

Modera Wealth Management's JVAL Position: Q4 2025 in Review

Modera Wealth Management sold out of JPMorgan US Value Factor ETF (JVAL) in Q4 2025, closing a stake of 4,867 shares — an estimated $231K sold.

Modera Wealth Management first reported a position in JVAL in Q3 2024 and held it in 5 quarters. The position peaked at $231K in Q3 2025. 145 funds tracked by Wall St. Rank hold JVAL as of Q4 2025.

Modera Wealth Management reported no remaining JPMorgan US Value Factor ETF position as of Q4 2025 after selling out during the quarter.
Modera Wealth Management sold 4,867 JPMorgan US Value Factor ETF shares in Q4 2025, an estimated $231K.
Modera Wealth Management first reported a position in JPMorgan US Value Factor ETF in Q3 2024 and held it in 5 quarters.
Modera Wealth Management's JPMorgan US Value Factor ETF position peaked at $231K in Q3 2025.
145 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.