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RWA Wealth Partners’s JPMorgan US Value Factor ETF JVAL Stock Holding History

RWA Wealth 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 		$375K Buy
6,393
+4
+0.1% +$220 ﹤0.01% 526
2026
Q1 		$312K Buy
6,389
+3
+0% +$152 ﹤0.01% 530
2025
Q4 		$313K Buy
6,386
+5
+0.1% +$242 ﹤0.01% 514
2025
Q3 		$303K Sell
6,381
-2,141
-25% -$98.5K ﹤0.01% 527
2025
Q2 		$377K Sell
8,522
-56
-0.7% -$2.31K ﹤0.01% 474
2025
Q1 		$355K Sell
8,578
-852
-9% -$37.1K ﹤0.01% 454
2024
Q4 		$407K Sell
9,430
-435
-4% -$19.2K 0.01% 441
2024
Q3 		$430K Sell
9,865
-2,566
-21% -$108K 0.01% 421
2024
Q2 		$508K Sell
12,431
-3,494
-22% -$142K 0.01% 389
2024
Q1 		$663K Sell
15,925
-3,335
-17% -$132K 0.01% 361
2023
Q4 		$743K Sell
19,260
-2,724
-12% -$97.1K 0.01% 331
2023
Q3 		$762K Sell
21,984
-1,070
-5% -$38.5K 0.02% 216
2023
Q2 		$823K Sell
23,054
-4,051
-15% -$138K 0.02% 179
2023
Q1 		$923K Sell
27,105
-6,180
-19% -$212K 0.02% 137
2022
Q4 		$1.15M Sell
33,285
-416,817
-93% -$13.7M 0.03% 125
2022
Q3 		$13.4M Sell
450,102
-236,692
-34% -$7.88M 0.94% 21
2022
Q2 		$22.1M Buy
686,794
+22,213
+3% +$772K 1.49% 13
2022
Q1 		$24.6M Buy
+664,581
New +$24.6M 1.59% 13

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RWA Wealth Partners's JVAL Position: Q2 2026 in Review

RWA Wealth Partners increased its JPMorgan US Value Factor ETF (JVAL) stake by 0.06% in Q2 2026, buying an estimated $220 and bringing the position to 6,393 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

RWA Wealth Partners first reported a position in JVAL in Q1 2022 and has held it in 18 quarters since. The position peaked at $24.6M in Q1 2022. 167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • RWA Wealth Partners held 6,393 shares of JPMorgan US Value Factor ETF worth $375K as of Q2 2026.
  • RWA Wealth Partners bought 4 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $220.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #526 holding.
  • RWA Wealth Partners first reported a position in JPMorgan US Value Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • RWA Wealth Partners's JPMorgan US Value Factor ETF position peaked at $24.6M in Q1 2022.
  • 167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.