MV Capital Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History

MV Capital 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	$8.97K	Hold	153	–	–	﹤0.01%	555
2026 Q1	$7.48K	Hold	153	–	–	﹤0.01%	564
2025 Q4	$7.51K	Hold	153	–	–	﹤0.01%	562
2025 Q3	$7.27K	Hold	153	–	–	﹤0.01%	566
2025 Q2	$6.77K	Hold	153	–	–	﹤0.01%	576
2025 Q1	$6.34K	Hold	153	–	–	﹤0.01%	586
2024 Q4	$6.61K	Hold	153	–	–	﹤0.01%	573
2024 Q3	$6.67K	Hold	153	–	–	﹤0.01%	593
2024 Q2	$6.25K	Hold	153	–	–	﹤0.01%	579
2024 Q1	$6.37K	Buy	+153	New	+$6.03K	﹤0.01%	579

Other funds holding JVAL

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

MV Capital Management's JVAL Position: Q2 2026 in Review

MV Capital Management held its JPMorgan US Value Factor ETF (JVAL) position steady in Q2 2026 at 153 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

MV Capital Management first reported a position in JVAL in Q1 2024 and has held it in 10 quarters since. 167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

MV Capital Management held 153 shares of JPMorgan US Value Factor ETF worth $8.97K as of Q2 2026.
MV Capital Management left its JPMorgan US Value Factor ETF share count unchanged in Q2 2026.
JPMorgan US Value Factor ETF made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #555 holding.
MV Capital Management first reported a position in JPMorgan US Value Factor ETF in Q1 2024 and has held it in 10 quarters since.
167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.