Strategic Blueprint’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Strategic Blueprint’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 Q3	$266K	Buy	4,596 +17	+0.4%	+$999	0.01%	584
2026 Q2	$268K	Buy	4,579 +18	+0.4%	+$991	0.01%	591
2026 Q1	$223K	Buy	4,561 +16	+0.4%	+$808	0.01%	602
2025 Q4	$223K	Buy	4,545 +29	+0.6%	+$1.4K	0.01%	600
2025 Q3	$215K	Buy	+4,516	New	+$208K	0.01%	686
2023 Q3	–	Sell	-5,622	Closed	-$201K	–	561
2023 Q2	$201K	Buy	+5,622	New	+$192K	0.02%	523
2022 Q1	–	Sell	-7,499	Closed	-$288K	–	523
2021 Q4	$288K	Hold	7,499	–	–	0.04%	390
2021 Q3	$266K	Sell	7,499 -5,600	-43%	-$204K	0.04%	355
2021 Q2	$474K	Buy	+13,099	New	+$471K	0.07%	239

Other funds holding JVAL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Affinity Wealth Canton, Ohio $189M AUM 15.27% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Strategic Blueprint's JVAL Position: Q3 2026 in Review

Strategic Blueprint increased its JPMorgan US Value Factor ETF (JVAL) stake by 0.37% in Q3 2026, buying an estimated $999 and bringing the position to 4,596 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #584.

Strategic Blueprint first reported a position in JVAL in Q2 2021 and has held it in 9 quarters since. The position peaked at $474K in Q2 2021. 94 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

Strategic Blueprint held 4,596 shares of JPMorgan US Value Factor ETF worth $266K as of Q3 2026.
Strategic Blueprint bought 17 JPMorgan US Value Factor ETF shares in Q3 2026, an estimated $999.
JPMorgan US Value Factor ETF made up 0.01% of Strategic Blueprint's portfolio in Q3 2026, its #584 holding.
Strategic Blueprint first reported a position in JPMorgan US Value Factor ETF in Q2 2021 and has held it in 9 quarters since.
Strategic Blueprint's JPMorgan US Value Factor ETF position peaked at $474K in Q2 2021.
94 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.