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Monetary Solutions’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Monetary Solutions’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 		$288K Hold
4,906
– – 0.25% 51
2026
Q1 		$240K Buy
+4,906
New +$248K 0.23% 49

Other funds holding JVAL

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Monetary Solutions's JVAL Position: Q2 2026 in Review

Monetary Solutions held its JPMorgan US Value Factor ETF (JVAL) position steady in Q2 2026 at 4,906 shares worth $288K. The position accounts for 0.25% of the portfolio, ranked #51.

Monetary Solutions first reported a position in JVAL in Q1 2026 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Monetary Solutions held 4,906 shares of JPMorgan US Value Factor ETF worth $288K as of Q2 2026.
  • Monetary Solutions left its JPMorgan US Value Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Value Factor ETF made up 0.25% of Monetary Solutions's portfolio in Q2 2026, its #51 holding.
  • Monetary Solutions first reported a position in JPMorgan US Value Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.