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

MPWM Advisory 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
2025 Q4	–	Sell	-92	Closed	-$4.37K	–	549
2025 Q3	$4.37K	Sell	92 -66	-42%	-$3.04K	﹤0.01%	359
2025 Q2	$6.99K	Hold	158	–	–	﹤0.01%	326
2025 Q1	$6.54K	Hold	158	–	–	﹤0.01%	334
2024 Q4	$6.83K	Buy	+158	New	+$6.98K	0.01%	343

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

MPWM Advisory Solutions's JVAL Position: Q4 2025 in Review

MPWM Advisory Solutions sold out of JPMorgan US Value Factor ETF (JVAL) in Q4 2025, closing a stake of 92 shares — an estimated $4.37K sold.

MPWM Advisory Solutions first reported a position in JVAL in Q4 2024 and held it in 4 quarters. The position peaked at $6.99K in Q2 2025. 145 funds tracked by Wall St. Rank hold JVAL as of Q4 2025.

MPWM Advisory Solutions reported no remaining JPMorgan US Value Factor ETF position as of Q4 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 92 JPMorgan US Value Factor ETF shares in Q4 2025, an estimated $4.37K.
MPWM Advisory Solutions first reported a position in JPMorgan US Value Factor ETF in Q4 2024 and held it in 4 quarters.
MPWM Advisory Solutions's JPMorgan US Value Factor ETF position peaked at $6.99K in Q2 2025.
145 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q4 2025.

Based on MPWM Advisory Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.