Wealth Enhancement Advisory Services
JVAL icon

Wealth Enhancement Advisory Services’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.45M Buy
41,663
+250
+0.6% +$14.7K ﹤0.01% 1539
2026
Q2 		$2.41M Buy
41,413
+2,618
+7% +$144K ﹤0.01% 1452
2026
Q1 		$1.92M Sell
38,795
-296
-0.8% -$15K ﹤0.01% 1412
2025
Q4 		$1.98M Buy
39,091
+4,054
+12% +$196K ﹤0.01% 1522
2025
Q3 		$1.67M Buy
35,037
+1,894
+6% +$87.1K ﹤0.01% 1554
2025
Q2 		$1.5M Buy
33,143
+2,658
+9% +$110K ﹤0.01% 1508
2025
Q1 		$1.26M Buy
30,485
+2,897
+11% +$126K ﹤0.01% 1493
2024
Q4 		$1.19M Buy
27,588
+445
+2% +$19.7K ﹤0.01% 1450
2024
Q3 		$1.18M Sell
27,143
-60
-0.2% -$2.52K ﹤0.01% 1306
2024
Q2 		$1.11M Buy
27,203
+2
+0% +$81 ﹤0.01% 1229
2024
Q1 		$1.13M Sell
27,201
-1,304
-5% -$51.4K ﹤0.01% 1185
2023
Q4 		$1.1M Buy
28,505
+2
+0% +$71 ﹤0.01% 1135
2023
Q3 		$987K Buy
28,503
+16,448
+136% +$592K ﹤0.01% 1101
2023
Q2 		$430K Sell
12,055
-177
-1% -$6.04K ﹤0.01% 373
2023
Q1 		$417K Sell
12,232
-16,814
-58% -$578K ﹤0.01% 402
2022
Q4 		$1.01M Sell
29,046
-30,639
-51% -$1.01M 0.01% 220
2022
Q3 		$1.82M Sell
59,685
-11,723
-16% -$390K 0.03% 178
2022
Q2 		$2.34M Sell
71,408
-2,693
-4% -$93.6K 0.03% 194
2022
Q1 		$2.75M Sell
74,101
-2,104
-3% -$78K 0.04% 171
2021
Q4 		$2.84M Sell
76,205
-897
-1% -$33.6K 0.04% 147
2021
Q3 		$2.87M Buy
77,102
+6,412
+9% +$234K 0.04% 132
2021
Q2 		$2.55M Buy
70,690
+1,613
+2% +$58K 0.04% 137
2021
Q1 		$2.42M Buy
+69,077
New +$2.23M 0.04% 136

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

Wealth Enhancement Advisory Services's JVAL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan US Value Factor ETF (JVAL) stake by 0.6% in Q3 2026, buying an estimated $14.7K and bringing the position to 41,663 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Wealth Enhancement Advisory Services first reported a position in JVAL in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.87M in Q3 2021. 99 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 41,663 shares of JPMorgan US Value Factor ETF worth $2.45M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 250 JPMorgan US Value Factor ETF shares in Q3 2026, an estimated $14.7K.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1539 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan US Value Factor ETF in Q1 2021 and has held it in 23 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan US Value Factor ETF position peaked at $2.87M in Q3 2021.
  • 99 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.