TCM
JVAL icon

Triumph Capital Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Triumph Capital 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
Q2 		$7.68K Hold
131
– – ﹤0.01% 1228
2026
Q1 		$6.4K Sell
131
-2,556
-95% -$129K ﹤0.01% 1233
2025
Q4 		$132K Buy
+2,687
New +$130K 0.03% 373

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
Affinity Wealth Canton, Ohio $186M AUM 22.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Triumph Capital Management's JVAL Position: Q2 2026 in Review

Triumph Capital Management held its JPMorgan US Value Factor ETF (JVAL) position steady in Q2 2026 at 131 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Triumph Capital Management first reported a position in JVAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $132K in Q4 2025. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

  • Triumph Capital Management held 131 shares of JPMorgan US Value Factor ETF worth $7.68K as of Q2 2026.
  • Triumph Capital Management left its JPMorgan US Value Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1228 holding.
  • Triumph Capital Management first reported a position in JPMorgan US Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's JPMorgan US Value Factor ETF position peaked at $132K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.