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 Q2	$1.05M	Buy	17,835 +2,395	+16%	+$132K	0.03%	229
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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWL

AFFINITY WEALTH LLC Canton, Ohio $186M AUM 22.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Retirement Planning Group (Kansas)'s JVAL Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its JPMorgan US Value Factor ETF (JVAL) stake by 16% in Q2 2026, buying an estimated $132K and bringing the position to 17,835 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #229.

Retirement Planning Group (Kansas) first reported a position in JVAL in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.41M in Q2 2024. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Retirement Planning Group (Kansas) held 17,835 shares of JPMorgan US Value Factor ETF worth $1.05M as of Q2 2026.
Retirement Planning Group (Kansas) bought 2,395 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $132K.
JPMorgan US Value Factor ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #229 holding.
Retirement Planning Group (Kansas) first reported a position in JPMorgan US Value Factor ETF in Q2 2024 and has held it in 9 quarters since.
Retirement Planning Group (Kansas)'s JPMorgan US Value Factor ETF position peaked at $5.41M in Q2 2024.
169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.