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

Park Edge 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	$279K	Hold	4,750	–	–	0.06%	133
2026 Q1	$232K	Hold	4,750	–	–	0.05%	127
2025 Q4	$233K	Hold	4,750	–	–	0.05%	136
2025 Q3	$226K	Hold	4,750	–	–	0.05%	138
2025 Q2	$210K	Buy	+4,750	New	+$196K	0.05%	133
2025 Q1	–	Sell	-4,750	Closed	-$205K	–	148
2024 Q4	$205K	Hold	4,750	–	–	0.06%	131
2024 Q3	$207K	Buy	+4,750	New	+$199K	0.06%	132

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

Park Edge Advisors's JVAL Position: Q2 2026 in Review

Park Edge Advisors held its JPMorgan US Value Factor ETF (JVAL) position steady in Q2 2026 at 4,750 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #133.

Park Edge Advisors first reported a position in JVAL in Q3 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Park Edge Advisors held 4,750 shares of JPMorgan US Value Factor ETF worth $279K as of Q2 2026.
Park Edge Advisors left its JPMorgan US Value Factor ETF share count unchanged in Q2 2026.
JPMorgan US Value Factor ETF made up 0.06% of Park Edge Advisors's portfolio in Q2 2026, its #133 holding.
Park Edge Advisors first reported a position in JPMorgan US Value Factor ETF in Q3 2024 and has held it in 7 quarters since.
167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.