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Smartleaf Asset Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Smartleaf Asset Management’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 		$1.63M Buy
+34,276
New +$1.73M 0.06% 291
2025
Q4 		– Sell
-1
Closed -$48 – 3463
2025
Q3 		$16 Buy
+1
New +$46 ﹤0.01% 2995
2025
Q2 		– Hold
0
– – – 2713

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 $3.62B AUM 24.81% 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 $9.98B AUM 26.5% 1-Year Est. Return

Smartleaf Asset Management's JVAL Position: Q1 2026 in Review

Smartleaf Asset Management opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q1 2026: 34,276 shares worth $1.63M. The stake represents 0.06% of the portfolio and ranks #291 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in JVAL as recently as Q3 2025.

Smartleaf Asset Management first reported a position in JVAL in Q3 2025 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold JVAL as of Q1 2026.

  • Smartleaf Asset Management held 34,276 shares of JPMorgan US Value Factor ETF worth $1.63M as of Q1 2026.
  • JPMorgan US Value Factor ETF was a new Smartleaf Asset Management position in Q1 2026.
  • JPMorgan US Value Factor ETF made up 0.06% of Smartleaf Asset Management's portfolio in Q1 2026, its #291 holding.
  • Smartleaf Asset Management first reported a position in JPMorgan US Value Factor ETF in Q3 2025 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.