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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-131
Closed -$7.68K – 1922
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

Triumph Capital Management's JVAL Position: Q3 2026 in Review

Triumph Capital Management sold out of JPMorgan US Value Factor ETF (JVAL) in Q3 2026, closing a stake of 131 shares — an estimated $7.68K sold.

Triumph Capital Management first reported a position in JVAL in Q4 2025 and held it in 3 quarters. The position peaked at $132K in Q4 2025. 99 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

  • Triumph Capital Management reported no remaining JPMorgan US Value Factor ETF position as of Q3 2026 after selling out during the quarter.
  • Triumph Capital Management sold 131 JPMorgan US Value Factor ETF shares in Q3 2026, an estimated $7.68K.
  • Triumph Capital Management first reported a position in JPMorgan US Value Factor ETF in Q4 2025 and held it in 3 quarters.
  • Triumph Capital Management's JPMorgan US Value Factor ETF position peaked at $132K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.