UB
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UMB Bank’s JPMorgan US Value Factor ETF JVAL Stock Holding History

UMB Bank’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
2025
Q1 		– Sell
-102
Closed -$4.41K – 2140
2024
Q4 		$4.41K Hold
102
– – ﹤0.01% 1749
2024
Q3 		$4.44K Buy
+102
New +$4.28K ﹤0.01% 1768

Other funds holding JVAL

CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UMB Bank's JVAL Position: Q1 2025 in Review

UMB Bank sold out of JPMorgan US Value Factor ETF (JVAL) in Q1 2025, closing a stake of 102 shares — an estimated $4.41K sold.

UMB Bank first reported a position in JVAL in Q3 2024 and held it in 2 quarters. The position peaked at $4.44K in Q3 2024. 127 funds tracked by Wall St. Rank hold JVAL as of Q1 2025.

  • UMB Bank reported no remaining JPMorgan US Value Factor ETF position as of Q1 2025 after selling out during the quarter.
  • UMB Bank sold 102 JPMorgan US Value Factor ETF shares in Q1 2025, an estimated $4.41K.
  • UMB Bank first reported a position in JPMorgan US Value Factor ETF in Q3 2024 and held it in 2 quarters.
  • UMB Bank's JPMorgan US Value Factor ETF position peaked at $4.44K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2025.

Based on UMB Bank's 13F filing for Q1 2025, filed 14 Apr 2025.