Pinnacle Bancorp’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Pinnacle Bancorp’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
2025 Q4	–	Sell	-10	Closed	-$475	–	898
2025 Q3	$475	Hold	10	–	–	﹤0.01%	904
2025 Q2	$442	Hold	10	–	–	﹤0.01%	905
2025 Q1	$414	Buy	+10	New	+$436	﹤0.01%	894

Other funds holding JVAL

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

GAG

Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return

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

Pinnacle Bancorp's JVAL Position: Q4 2025 in Review

Pinnacle Bancorp sold out of JPMorgan US Value Factor ETF (JVAL) in Q4 2025, closing a stake of 10 shares — an estimated $475 sold.

Pinnacle Bancorp first reported a position in JVAL in Q1 2025 and held it in 3 quarters. The position peaked at $475 in Q3 2025. 145 funds tracked by Wall St. Rank hold JVAL as of Q4 2025.

Pinnacle Bancorp reported no remaining JPMorgan US Value Factor ETF position as of Q4 2025 after selling out during the quarter.
Pinnacle Bancorp sold 10 JPMorgan US Value Factor ETF shares in Q4 2025, an estimated $475.
Pinnacle Bancorp first reported a position in JPMorgan US Value Factor ETF in Q1 2025 and held it in 3 quarters.
Pinnacle Bancorp's JPMorgan US Value Factor ETF position peaked at $475 in Q3 2025.
145 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q4 2025.

Based on Pinnacle Bancorp's 13F filing for Q4 2025, filed 22 Jan 2026.