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Pine Grove Financial Group’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Pine Grove Financial 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
Q2 		$634K Sell
10,804
-51
-0.5% -$2.81K 0.06% 119
2026
Q1 		$530K Buy
10,855
+840
+8% +$42.4K 0.06% 113
2025
Q4 		$492K Buy
+10,015
New +$484K 0.06% 117

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
Affinity Wealth Canton, Ohio $186M AUM 22.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pine Grove Financial Group's JVAL Position: Q2 2026 in Review

Pine Grove Financial Group reduced its JPMorgan US Value Factor ETF (JVAL) stake by 0.47% in Q2 2026, selling an estimated $2.81K and leaving 10,804 shares worth $634K. The position accounts for 0.06% of the portfolio, ranked #119.

Pine Grove Financial Group first reported a position in JVAL in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Pine Grove Financial Group held 10,804 shares of JPMorgan US Value Factor ETF worth $634K as of Q2 2026.
  • Pine Grove Financial Group sold 51 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $2.81K.
  • JPMorgan US Value Factor ETF made up 0.06% of Pine Grove Financial Group's portfolio in Q2 2026, its #119 holding.
  • Pine Grove Financial Group first reported a position in JPMorgan US Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.