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Total Investment Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Total Investment 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
2025
Q3 		– Sell
-126
Closed -$5.57K – 487
2025
Q2 		$5.57K Buy
+126
New +$5.2K ﹤0.01% 411

Other funds holding JVAL

CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Total Investment Management's JVAL Position: Q3 2025 in Review

Total Investment Management sold out of JPMorgan US Value Factor ETF (JVAL) in Q3 2025, closing a stake of 126 shares — an estimated $5.57K sold.

Total Investment Management first reported a position in JVAL in Q2 2025 and held it in 1 quarter. The position peaked at $5.57K in Q2 2025. 136 funds tracked by Wall St. Rank hold JVAL as of Q3 2025.

  • Total Investment Management reported no remaining JPMorgan US Value Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 126 JPMorgan US Value Factor ETF shares in Q3 2025, an estimated $5.57K.
  • Total Investment Management first reported a position in JPMorgan US Value Factor ETF in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's JPMorgan US Value Factor ETF position peaked at $5.57K in Q2 2025.
  • 136 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.