Prism Advisors
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Prism Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Prism 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 		$13.6M Buy
+232,402
New +$13.7M 3.42% 10
2024
Q1 		– Sell
-7,630
Closed -$294K – 67
2023
Q4 		$294K Buy
+7,630
New +$272K 0.09% 59

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Columbia Advisory Partners
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Atria Investments
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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
Heritage Wealth Architects
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Prism Advisors's JVAL Position: Q3 2026 in Review

Prism Advisors opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q3 2026: 232,402 shares worth $13.6M. The stake represents 3.42% of the portfolio and ranks #10 among its holdings. This is a return to the name: Prism Advisors previously reported a position in JVAL as recently as Q4 2023.

Prism Advisors first reported a position in JVAL in Q4 2023 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

  • Prism Advisors held 232,402 shares of JPMorgan US Value Factor ETF worth $13.6M as of Q3 2026.
  • JPMorgan US Value Factor ETF was a new Prism Advisors position in Q3 2026.
  • JPMorgan US Value Factor ETF made up 3.42% of Prism Advisors's portfolio in Q3 2026, its #10 holding.
  • Prism Advisors first reported a position in JPMorgan US Value Factor ETF in Q4 2023 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.