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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
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 0.08% 239

Other funds holding JVAL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.15B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $1.47T 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 $8.94B AUM 20.84% 1-Year Est. Return