WealthPlan Investment Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History

WealthPlan Investment Management’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	$732K	Buy	12,483 +3,086	+33%	+$170K	0.04%	264
2026 Q1	$459K	Buy	+9,397	New	+$475K	0.03%	315

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPlan Investment Management's JVAL Position: Q2 2026 in Review

WealthPlan Investment Management increased its JPMorgan US Value Factor ETF (JVAL) stake by 33% in Q2 2026, buying an estimated $170K and bringing the position to 12,483 shares worth $732K. The position accounts for 0.04% of the portfolio, ranked #264.

WealthPlan Investment Management first reported a position in JVAL in Q1 2026 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

WealthPlan Investment Management held 12,483 shares of JPMorgan US Value Factor ETF worth $732K as of Q2 2026.
WealthPlan Investment Management bought 3,086 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $170K.
JPMorgan US Value Factor ETF made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #264 holding.
WealthPlan Investment Management first reported a position in JPMorgan US Value Factor ETF in Q1 2026 and has held it in 2 quarters since.
167 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.