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

Parallel 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 Q2	$1.11K	Buy	+19	New	+$1.05K	﹤0.01%	3666
2025 Q1	–	Sell	-61	Closed	-$2.63K	–	3597
2024 Q4	$2.63K	Hold	61	–	–	﹤0.01%	2871
2024 Q3	$2.66K	Hold	61	–	–	﹤0.01%	2809
2024 Q2	$2.49K	Buy	+61	New	+$2.47K	﹤0.01%	2746
2022 Q3	–	Sell	-1,896	Closed	-$61K	–	3330
2022 Q2	$61K	Hold	1,896	–	–	﹤0.01%	1164
2022 Q1	$71K	Hold	1,896	–	–	﹤0.01%	1126
2021 Q4	$73K	Buy	1,896 +1,047	+123%	+$39.2K	﹤0.01%	1143
2021 Q3	$30K	Hold	849	–	–	﹤0.01%	1533
2021 Q2	$31K	Buy	+849	New	+$30.5K	﹤0.01%	1461
2021 Q1	–	Sell	-142	Closed	-$4K	–	2849
2020 Q4	$4K	Buy	142 +1	+0.7%	+$28	﹤0.01%	2106
2020 Q3	$4K	Buy	141 +17	+14%	+$428	﹤0.01%	2103
2020 Q2	$2K	Buy	124 +1	+0.8%	+$23	﹤0.01%	2201
2020 Q1	$2K	Buy	123 +1	+0.8%	+$26	﹤0.01%	2140
2019 Q4	$4K	Buy	+122	New	+$3.4K	﹤0.01%	2027

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

AWL

AFFINITY WEALTH LLC Canton, Ohio $186M AUM 22.35% 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

Parallel Advisors's JVAL Position: Q2 2026 in Review

Parallel Advisors opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q2 2026: 19 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #3666 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in JVAL as recently as Q4 2024.

Parallel Advisors first reported a position in JVAL in Q4 2019 and has held it in 14 quarters since. The position peaked at $73K in Q4 2021. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Parallel Advisors held 19 shares of JPMorgan US Value Factor ETF worth $1.11K as of Q2 2026.
JPMorgan US Value Factor ETF was a new Parallel Advisors position in Q2 2026.
JPMorgan US Value Factor ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3666 holding.
Parallel Advisors first reported a position in JPMorgan US Value Factor ETF in Q4 2019 and has held it in 14 quarters since.
Parallel Advisors's JPMorgan US Value Factor ETF position peaked at $73K in Q4 2021.
169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.