Perigon Wealth Management
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
Q3 		$512K Buy
8,844
+316
+4% +$18.6K 0.01% 895
2026
Q2 		$500K Sell
8,528
-4
-0% -$220 0.01% 900
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

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Apeiron RIA
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Plus Group Wealth Advisors
Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

Perigon Wealth Management's JVAL Position: Q3 2026 in Review

Perigon Wealth Management increased its JPMorgan US Value Factor ETF (JVAL) stake by 3.7% in Q3 2026, buying an estimated $18.6K and bringing the position to 8,844 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #895.

Perigon Wealth Management first reported a position in JVAL in Q1 2024 and has held it in 11 quarters since. 55 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

  • Perigon Wealth Management held 8,844 shares of JPMorgan US Value Factor ETF worth $512K as of Q3 2026.
  • Perigon Wealth Management bought 316 JPMorgan US Value Factor ETF shares in Q3 2026, an estimated $18.6K.
  • JPMorgan US Value Factor ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #895 holding.
  • Perigon Wealth Management first reported a position in JPMorgan US Value Factor ETF in Q1 2024 and has held it in 11 quarters since.
  • 55 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.