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Patten Group’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Patten Group’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 		$570K Sell
11,658
-180
-2% -$9.09K 0.1% 185
2025
Q4 		$581K Sell
11,838
-171
-1% -$8.27K 0.11% 177
2025
Q3 		$570K Sell
12,009
-109
-0.9% -$5.01K 0.11% 167
2025
Q2 		$536K Sell
12,118
-800
-6% -$33K 0.11% 169
2025
Q1 		$535K Sell
12,918
-97
-0.7% -$4.23K 0.12% 170
2024
Q4 		$562K Buy
13,015
+1,482
+13% +$65.5K 0.12% 172
2024
Q3 		$502K Buy
11,533
+363
+3% +$15.2K 0.11% 173
2024
Q2 		$457K Buy
11,170
+2,145
+24% +$87K 0.11% 174
2024
Q1 		$376K Buy
+9,025
New +$356K 0.09% 194

Other funds holding JVAL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.15B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $240M AUM 14.45% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return