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Root Financial Partners’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Root Financial Partners’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 		– Sell
-20
Closed -$977 – 1864
2026
Q1 		$977 Hold
20
– – ﹤0.01% 2625
2025
Q4 		$982 Buy
+20
New +$967 ﹤0.01% 2105

Other funds holding JVAL

AWE
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CAPTRUST Financial Advisors
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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

Root Financial Partners's JVAL Position: Q2 2026 in Review

Root Financial Partners sold out of JPMorgan US Value Factor ETF (JVAL) in Q2 2026, closing a stake of 20 shares — an estimated $977 sold.

Root Financial Partners first reported a position in JVAL in Q4 2025 and held it in 2 quarters. The position peaked at $982 in Q4 2025. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Root Financial Partners reported no remaining JPMorgan US Value Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 20 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $977.
  • Root Financial Partners first reported a position in JPMorgan US Value Factor ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's JPMorgan US Value Factor ETF position peaked at $982 in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.