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

Regal Investment 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
Q2 		$747K Buy
12,741
+300
+2% +$16.5K 0.04% 374
2026
Q1 		$608K Buy
12,441
+364
+3% +$18.4K 0.04% 393
2025
Q4 		$593K Buy
12,077
+312
+3% +$15.1K 0.04% 382
2025
Q3 		$559K Buy
+11,765
New +$541K 0.04% 359

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
Affinity Wealth Canton, Ohio $186M AUM 22.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Regal Investment Advisors's JVAL Position: Q2 2026 in Review

Regal Investment Advisors increased its JPMorgan US Value Factor ETF (JVAL) stake by 2.4% in Q2 2026, buying an estimated $16.5K and bringing the position to 12,741 shares worth $747K. The position accounts for 0.04% of the portfolio, ranked #374.

Regal Investment Advisors first reported a position in JVAL in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Regal Investment Advisors held 12,741 shares of JPMorgan US Value Factor ETF worth $747K as of Q2 2026.
  • Regal Investment Advisors bought 300 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $16.5K.
  • JPMorgan US Value Factor ETF made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #374 holding.
  • Regal Investment Advisors first reported a position in JPMorgan US Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.