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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GAG

Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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. 128 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.
128 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.