Northwest Financial Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Northwest Financial Advisors’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	–	Sell	-4,579	Closed	-$225K	–	72
2025 Q4	$225K	Sell	4,579 -5,450	-54%	-$264K	0.46%	60
2025 Q3	$476K	Buy	10,029 +2,039	+26%	+$93.8K	0.61%	44
2025 Q2	$353K	Sell	7,990 -3,027	-27%	-$125K	0.49%	59
2025 Q1	$456K	Buy	+11,017	New	+$480K	0.38%	64

Other funds holding JVAL

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Northwest Financial Advisors's JVAL Position: Q1 2026 in Review

Northwest Financial Advisors sold out of JPMorgan US Value Factor ETF (JVAL) in Q1 2026, closing a stake of 4,579 shares — an estimated $225K sold.

Northwest Financial Advisors first reported a position in JVAL in Q1 2025 and held it in 4 quarters. The position peaked at $476K in Q3 2025. 153 funds tracked by Wall St. Rank hold JVAL as of Q1 2026.

Northwest Financial Advisors reported no remaining JPMorgan US Value Factor ETF position as of Q1 2026 after selling out during the quarter.
Northwest Financial Advisors sold 4,579 JPMorgan US Value Factor ETF shares in Q1 2026, an estimated $225K.
Northwest Financial Advisors first reported a position in JPMorgan US Value Factor ETF in Q1 2025 and held it in 4 quarters.
Northwest Financial Advisors's JPMorgan US Value Factor ETF position peaked at $476K in Q3 2025.
153 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.