Pine Grove Financial Group
JVAL icon

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
Q3 		$456K Sell
7,868
-2,936
-27% -$173K 0.04% 147
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

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Prism Advisors
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Columbia Advisory Partners
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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

Pine Grove Financial Group's JVAL Position: Q3 2026 in Review

Pine Grove Financial Group reduced its JPMorgan US Value Factor ETF (JVAL) stake by 27% in Q3 2026, selling an estimated $173K and leaving 7,868 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #147.

Pine Grove Financial Group first reported a position in JVAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $634K in Q2 2026. 51 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

  • Pine Grove Financial Group held 7,868 shares of JPMorgan US Value Factor ETF worth $456K as of Q3 2026.
  • Pine Grove Financial Group sold 2,936 JPMorgan US Value Factor ETF shares in Q3 2026, an estimated $173K.
  • JPMorgan US Value Factor ETF made up 0.04% of Pine Grove Financial Group's portfolio in Q3 2026, its #147 holding.
  • Pine Grove Financial Group first reported a position in JPMorgan US Value Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's JPMorgan US Value Factor ETF position peaked at $634K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.