TPWA
JVAL icon

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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Twin Peaks Wealth Advisors's JVAL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q1 2026: 960 shares worth $46.9K. The stake represents 0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in JVAL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in JVAL in Q2 2025 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold JVAL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 960 shares of JPMorgan US Value Factor ETF worth $46.9K as of Q1 2026.
  • JPMorgan US Value Factor ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • JPMorgan US Value Factor ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #449 holding.
  • Twin Peaks Wealth Advisors first reported a position in JPMorgan US Value Factor ETF in Q2 2025 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.