Russell Investments Group
JVAL icon

Russell Investments Group’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Russell Investments Group’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 		– Sell
-18
Closed -$883 – 4280
2025
Q4 		$883 Hold
18
– – ﹤0.01% 4052
2025
Q3 		$855 Hold
18
– – ﹤0.01% 4056
2025
Q2 		$796 Hold
18
– – ﹤0.01% 3695
2025
Q1 		$746 Hold
18
– – ﹤0.01% 3624
2024
Q4 		$778 Hold
18
– – ﹤0.01% 3558
2024
Q3 		$784 Hold
18
– – ﹤0.01% 3514
2024
Q2 		$736 Hold
18
– – ﹤0.01% 3466
2024
Q1 		$749 Buy
+18
New +$710 ﹤0.01% 3161

Other funds holding JVAL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $1.56T 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