Truist Financial
JVAL icon

Truist Financial’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Truist Financial’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
Q3 		$614K Sell
10,600
-44
-0.4% -$2.59K ﹤0.01% 2084
2026
Q2 		$624K Sell
10,644
-39
-0.4% -$2.15K ﹤0.01% 2061
2026
Q1 		$522K Sell
10,683
-48
-0.4% -$2.42K ﹤0.01% 2063
2025
Q4 		$527K Buy
10,731
+1,976
+23% +$95.5K ﹤0.01% 2020
2025
Q3 		$416K Sell
8,755
-24
-0.3% -$1.1K ﹤0.01% 2131
2025
Q2 		$388K Sell
8,779
-4,568
-34% -$188K ﹤0.01% 2079
2025
Q1 		$553K Sell
13,347
-19
-0.1% -$828 ﹤0.01% 1814
2024
Q4 		$577K Buy
13,366
+587
+5% +$25.9K ﹤0.01% 1788
2024
Q3 		$557K Buy
12,779
+5,377
+73% +$226K ﹤0.01% 1802
2024
Q2 		$303K Hold
7,402
– – ﹤0.01% 2285
2024
Q1 		$308K Buy
7,402
+1,686
+29% +$66.5K ﹤0.01% 2277
2023
Q4 		$221K Buy
+5,716
New +$204K ﹤0.01% 2455

Other funds holding JVAL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Affinity Wealth
Affinity Wealth Canton, Ohio $189M AUM 15.27% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Goodman Advisory Group
Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Apeiron RIA
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Truist Financial's JVAL Position: Q3 2026 in Review

Truist Financial reduced its JPMorgan US Value Factor ETF (JVAL) stake by 0.41% in Q3 2026, selling an estimated $2.59K and leaving 10,600 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Truist Financial first reported a position in JVAL in Q4 2023 and has held it in 12 quarters since. The position peaked at $624K in Q2 2026. 92 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

  • Truist Financial held 10,600 shares of JPMorgan US Value Factor ETF worth $614K as of Q3 2026.
  • Truist Financial sold 44 JPMorgan US Value Factor ETF shares in Q3 2026, an estimated $2.59K.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2084 holding.
  • Truist Financial first reported a position in JPMorgan US Value Factor ETF in Q4 2023 and has held it in 12 quarters since.
  • Truist Financial's JPMorgan US Value Factor ETF position peaked at $624K in Q2 2026.
  • 92 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.