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

Triad 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	$449K	Sell	7,688 -369	-5%	-$20.3K	0.03%	342
2026 Q1	$394K	Buy	8,057 +1,691	+27%	+$85.4K	0.03%	331
2025 Q4	$312K	Sell	6,366 -76	-1%	-$3.67K	0.03%	380
2025 Q3	$306K	Sell	6,442 -5	-0.1%	-$230	0.04%	290
2025 Q2	$285K	Buy	+6,447	New	+$266K	0.06%	225

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

AWL

AFFINITY WEALTH LLC Canton, Ohio $186M AUM 22.35% 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

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

Triad Wealth Partners reduced its JPMorgan US Value Factor ETF (JVAL) stake by 4.6% in Q2 2026, selling an estimated $20.3K and leaving 7,688 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #342.

Triad Wealth Partners first reported a position in JVAL in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Triad Wealth Partners held 7,688 shares of JPMorgan US Value Factor ETF worth $449K as of Q2 2026.
Triad Wealth Partners sold 369 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $20.3K.
JPMorgan US Value Factor ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #342 holding.
Triad Wealth Partners first reported a position in JPMorgan US Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.