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Retirement Planning Group (Kansas)’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		$754K Sell
15,440
-1,024
-6% -$51.7K 0.02% 233
2025
Q4 		$808K Sell
16,464
-309
-2% -$14.9K 0.03% 213
2025
Q3 		$797K Sell
16,773
-3,159
-16% -$145K 0.03% 208
2025
Q2 		$882K Sell
19,932
-5,543
-22% -$229K 0.04% 161
2025
Q1 		$1.06M Sell
25,475
-10,372
-29% -$452K 0.05% 126
2024
Q4 		$1.55M Sell
35,847
-38,965
-52% -$1.72M 0.08% 96
2024
Q3 		$3.26M Sell
74,812
-57,578
-43% -$2.42M 0.18% 60
2024
Q2 		$5.41M Buy
+132,390
New +$5.37M 0.34% 36

Other funds holding JVAL

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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.15B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return