Twin Peaks Wealth Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-960	Closed	-$46.9K	–	1254
2026 Q1	$46.9K	Buy	+960	New	+$48.5K	0.01%	449
2025 Q3	–	Sell	-778	Closed	-$35.4K	–	1188
2025 Q2	$35.4K	Buy	+778	New	+$32.1K	0.01%	427

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

Affinity Wealth 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

Twin Peaks Wealth Advisors's JVAL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of JPMorgan US Value Factor ETF (JVAL) in Q2 2026, closing a stake of 960 shares — an estimated $46.9K sold.

Twin Peaks Wealth Advisors first reported a position in JVAL in Q2 2025 and held it in 2 quarters. The position peaked at $46.9K in Q1 2026. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining JPMorgan US Value Factor ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 960 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $46.9K.
Twin Peaks Wealth Advisors first reported a position in JPMorgan US Value Factor ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's JPMorgan US Value Factor ETF position peaked at $46.9K in Q1 2026.
169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.