PWM
JVAL icon

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

Perigon 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
Q1 		$417K Buy
8,532
+534
+7% +$27K 0.01% 887
2025
Q4 		$393K Buy
7,998
+166
+2% +$8.03K 0.01% 900
2025
Q3 		$372K Buy
7,832
+570
+8% +$26.2K 0.01% 866
2025
Q2 		$321K Buy
7,262
+110
+2% +$4.54K 0.01% 819
2025
Q1 		$296K Buy
7,152
+913
+15% +$39.8K 0.01% 813
2024
Q4 		$275K Sell
6,239
-130
-2% -$5.74K 0.01% 851
2024
Q3 		$278K Buy
6,369
+571
+10% +$24K 0.01% 824
2024
Q2 		$237K Buy
5,798
+787
+16% +$31.9K 0.01% 762
2024
Q1 		$209K Buy
+5,011
New +$198K 0.01% 798

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 $294M AUM 23.41% 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