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

Northwestern Mutual 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
2026
Q2 		$8.1M Buy
138,202
+9,606
+7% +$529K ﹤0.01% 690
2026
Q1 		$6.28M Buy
128,596
+23,761
+23% +$1.2M ﹤0.01% 733
2025
Q4 		$5.15M Buy
104,835
+23,903
+30% +$1.16M ﹤0.01% 763
2025
Q3 		$3.84M Buy
80,932
+4,148
+5% +$191K ﹤0.01% 819
2025
Q2 		$3.4M Buy
76,784
+2,738
+4% +$113K ﹤0.01% 797
2025
Q1 		$3.07M Buy
74,046
+341
+0.5% +$14.9K ﹤0.01% 797
2024
Q4 		$3.18M Sell
73,705
-7,245
-9% -$320K ﹤0.01% 731
2024
Q3 		$3.53M Buy
80,950
+7,191
+10% +$302K ﹤0.01% 700
2024
Q2 		$3.01M Sell
73,759
-11,516
-14% -$467K ﹤0.01% 694
2024
Q1 		$3.55M Sell
85,275
-90,690
-52% -$3.58M ﹤0.01% 644
2023
Q4 		$6.79M Sell
175,965
-297,762
-63% -$10.6M 0.01% 474
2023
Q3 		$16.4M Sell
473,727
-331,419
-41% -$11.9M 0.02% 295
2023
Q2 		$28.7M Buy
805,146
+47,740
+6% +$1.63M 0.04% 230
2023
Q1 		$25.8M Buy
757,406
+17,803
+2% +$612K 0.04% 231
2022
Q4 		$24.5M Sell
739,603
-130,277
-15% -$4.29M 0.04% 224
2022
Q3 		$25.9M Buy
869,880
+6,120
+0.7% +$204K 0.05% 194
2022
Q2 		$27.7M Sell
863,760
-3,841
-0.4% -$133K 0.05% 185
2022
Q1 		$32.1M Buy
867,601
+844,120
+3,595% +$31.3M 0.05% 174
2021
Q4 		$902K Buy
23,481
+10,604
+82% +$397K ﹤0.01% 865
2021
Q3 		$457K Buy
+12,877
New +$470K ﹤0.01% 1029

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWL
AFFINITY WEALTH LLC Canton, Ohio $186M AUM 22.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management's JVAL Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan US Value Factor ETF (JVAL) stake by 7.5% in Q2 2026, buying an estimated $529K and bringing the position to 138,202 shares worth $8.1M. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Northwestern Mutual Wealth Management first reported a position in JVAL in Q3 2021 and has held it in 20 quarters since. The position peaked at $32.1M in Q1 2022. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Northwestern Mutual Wealth Management held 138,202 shares of JPMorgan US Value Factor ETF worth $8.1M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 9,606 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $529K.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #690 holding.
  • Northwestern Mutual Wealth Management first reported a position in JPMorgan US Value Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • Northwestern Mutual Wealth Management's JPMorgan US Value Factor ETF position peaked at $32.1M in Q1 2022.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.