Plus Group Wealth Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Plus Group Wealth Advisors’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	$2.99M	Buy	+51,557	New	+$3.03M	2.67%	15

Other funds holding JVAL

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

HWA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Plus Group Wealth Advisors's JVAL Position: Q3 2026 in Review

Plus Group Wealth Advisors opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q3 2026: 51,557 shares worth $2.99M. The stake represents 2.67% of the portfolio and ranks #15 among its holdings.

32 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

Plus Group Wealth Advisors held 51,557 shares of JPMorgan US Value Factor ETF worth $2.99M as of Q3 2026.
JPMorgan US Value Factor ETF was a new Plus Group Wealth Advisors position in Q3 2026.
JPMorgan US Value Factor ETF made up 2.67% of Plus Group Wealth Advisors's portfolio in Q3 2026, its #15 holding.
32 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Plus Group Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.