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

PSI 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
2025 Q2	–	Sell	-388	Closed	-$16.1K	–	405
2025 Q1	$16.1K	Hold	388	–	–	0.01%	394
2024 Q4	$16.8K	Hold	388	–	–	0.01%	448
2024 Q3	$16.9K	Hold	388	–	–	0.01%	453
2024 Q2	$15.9K	Buy	+388	New	+$15.7K	0.01%	447
2024 Q1	–	Sell	-388	Closed	-$15K	–	834
2023 Q4	$15K	Hold	388	–	–	0.01%	460
2023 Q3	$13.4K	Buy	+388	New	+$14K	0.01%	454

Other funds holding JVAL

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PSI Advisors's JVAL Position: Q2 2025 in Review

PSI Advisors sold out of JPMorgan US Value Factor ETF (JVAL) in Q2 2025, closing a stake of 388 shares — an estimated $16.1K sold.

PSI Advisors first reported a position in JVAL in Q3 2023 and held it in 6 quarters. The position peaked at $16.9K in Q3 2024. 136 funds tracked by Wall St. Rank hold JVAL as of Q2 2025.

PSI Advisors reported no remaining JPMorgan US Value Factor ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 388 JPMorgan US Value Factor ETF shares in Q2 2025, an estimated $16.1K.
PSI Advisors first reported a position in JPMorgan US Value Factor ETF in Q3 2023 and held it in 6 quarters.
PSI Advisors's JPMorgan US Value Factor ETF position peaked at $16.9K in Q3 2024.
136 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.