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

Sagespring 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	$1.89M	Sell	32,152 -415	-1%	-$22.8K	0.03%	224
2026 Q1	$1.59M	Buy	32,567 +1,015	+3%	+$51.3K	0.03%	231
2025 Q4	$1.55M	Buy	31,552 +89	+0.3%	+$4.3K	0.03%	230
2025 Q3	$1.49M	Buy	31,463 +30	+0.1%	+$1.38K	0.03%	229
2025 Q2	$1.39M	Sell	31,433 -766	-2%	-$31.6K	0.03%	221
2025 Q1	$1.33M	Buy	32,199 +1,047	+3%	+$45.6K	0.03%	201
2024 Q4	$1.35M	Buy	+31,152	New	+$1.38M	0.04%	180

Other funds holding JVAL

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

Affinity Wealth 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

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

Sagespring Wealth Partners reduced its JPMorgan US Value Factor ETF (JVAL) stake by 1.3% in Q2 2026, selling an estimated $22.8K and leaving 32,152 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #224.

Sagespring Wealth Partners first reported a position in JVAL in Q4 2024 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Sagespring Wealth Partners held 32,152 shares of JPMorgan US Value Factor ETF worth $1.89M as of Q2 2026.
Sagespring Wealth Partners sold 415 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $22.8K.
JPMorgan US Value Factor ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #224 holding.
Sagespring Wealth Partners first reported a position in JPMorgan US Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.