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

SIMA 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	$95K	Hold	1,620	–	–	0.07%	66
2026 Q1	$79.2K	Hold	1,620	–	–	0.06%	68
2025 Q4	$79.5K	Hold	1,620	–	–	0.06%	67
2025 Q3	$77K	Hold	1,620	–	–	0.06%	70
2025 Q2	$71.7K	Hold	1,620	–	–	0.06%	72
2025 Q1	$67.1K	Hold	1,620	–	–	0.06%	80
2024 Q4	$70K	Hold	1,620	–	–	0.06%	81
2024 Q3	$70.6K	Hold	1,620	–	–	0.06%	77
2024 Q2	$66.2K	Buy	+1,620	New	+$65.7K	0.06%	76

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

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

SIMA Wealth Partners held its JPMorgan US Value Factor ETF (JVAL) position steady in Q2 2026 at 1,620 shares worth $95K. The position accounts for 0.07% of the portfolio, ranked #66.

SIMA Wealth Partners first reported a position in JVAL in Q2 2024 and has held it in 9 quarters since. 167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

SIMA Wealth Partners held 1,620 shares of JPMorgan US Value Factor ETF worth $95K as of Q2 2026.
SIMA Wealth Partners left its JPMorgan US Value Factor ETF share count unchanged in Q2 2026.
JPMorgan US Value Factor ETF made up 0.07% of SIMA Wealth Partners's portfolio in Q2 2026, its #66 holding.
SIMA Wealth Partners first reported a position in JPMorgan US Value Factor ETF in Q2 2024 and has held it in 9 quarters since.
167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.