Rialto Wealth Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Rialto Wealth Management’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	$250K	Buy	+4,265	New	+$235K	0.05%	151

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rialto Wealth Management's JVAL Position: Q2 2026 in Review

Rialto Wealth Management opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q2 2026: 4,265 shares worth $250K. The stake represents 0.05% of the portfolio and ranks #151 among its holdings.

167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Rialto Wealth Management held 4,265 shares of JPMorgan US Value Factor ETF worth $250K as of Q2 2026.
JPMorgan US Value Factor ETF was a new Rialto Wealth Management position in Q2 2026.
JPMorgan US Value Factor ETF made up 0.05% of Rialto Wealth Management's portfolio in Q2 2026, its #151 holding.
167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.