Planned Solutions
JVAL icon

Planned Solutions’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Planned Solutions’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 		$8.12M Sell
140,135
-2,883
-2% -$169K 2.22% 11
2026
Q2 		$8.39M Sell
143,018
-1,393
-1% -$76.7K 2.4% 10
2026
Q1 		$7.06M Sell
144,411
-1,005
-0.7% -$50.8K 2.31% 10
2025
Q4 		$7.14M Sell
145,416
-1,747
-1% -$84.5K 2.29% 11
2025
Q3 		$6.99M Sell
147,163
-5,473
-4% -$252K 2.4% 10
2025
Q2 		$6.75M Sell
152,636
-94,631
-38% -$3.9M 2.57% 9
2025
Q1 		$10.2M Buy
247,267
+6,684
+3% +$291K 4.15% 7
2024
Q4 		$10.4M Sell
240,583
-8,723
-3% -$385K 4.19% 7
2024
Q3 		$10.9M Buy
249,306
+3,825
+2% +$161K 4.36% 6
2024
Q2 		$10M Sell
245,481
-401
-0.2% -$16.3K 4.86% 7
2024
Q1 		$10.2M Buy
245,882
+1,579
+0.6% +$62.3K 5.02% 7
2023
Q4 		$9.43M Sell
244,303
-4,402
-2% -$157K 4.41% 7
2023
Q3 		$8.62M Buy
248,705
+10,938
+5% +$394K 5.18% 7
2023
Q2 		$8.48M Buy
237,767
+7,519
+3% +$257K 5.01% 7
2023
Q1 		$7.84M Buy
230,248
+56,379
+32% +$1.94M 4.97% 6
2022
Q4 		$5.76M Buy
173,869
+11,341
+7% +$374K 4.22% 7
2022
Q3 		$4.84M Buy
+162,528
New +$5.41M 4.04% 7

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
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
Heritage Wealth Architects
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Planned Solutions's JVAL Position: Q3 2026 in Review

Planned Solutions reduced its JPMorgan US Value Factor ETF (JVAL) stake by 2% in Q3 2026, selling an estimated $169K and leaving 140,135 shares worth $8.12M. The position accounts for 2.22% of the portfolio, ranked #11.

Planned Solutions first reported a position in JVAL in Q3 2022 and has held it in 17 quarters since. The position peaked at $10.9M in Q3 2024. 67 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

  • Planned Solutions held 140,135 shares of JPMorgan US Value Factor ETF worth $8.12M as of Q3 2026.
  • Planned Solutions sold 2,883 JPMorgan US Value Factor ETF shares in Q3 2026, an estimated $169K.
  • JPMorgan US Value Factor ETF made up 2.22% of Planned Solutions's portfolio in Q3 2026, its #11 holding.
  • Planned Solutions first reported a position in JPMorgan US Value Factor ETF in Q3 2022 and has held it in 17 quarters since.
  • Planned Solutions's JPMorgan US Value Factor ETF position peaked at $10.9M in Q3 2024.
  • 67 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.