Wealthspire Advisors (New York)’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Wealthspire Advisors (New York)’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	$253K	Sell	4,308 -5	-0.1%	-$275	﹤0.01%	1061
2026 Q1	$211K	Sell	4,313 -1,540	-26%	-$77.8K	﹤0.01%	845
2025 Q4	$287K	Sell	5,853 -2,126	-27%	-$103K	﹤0.01%	814
2025 Q3	$379K	Sell	7,979 -905	-10%	-$41.6K	﹤0.01%	603
2025 Q2	$393K	Sell	8,884 -883	-9%	-$36.4K	﹤0.01%	601
2025 Q1	$405K	Sell	9,767 -3,640	-27%	-$159K	﹤0.01%	568
2024 Q4	$579K	Sell	13,407 -2,370	-15%	-$105K	0.01%	477
2024 Q3	$687K	Sell	15,777 -40	-0.3%	-$1.68K	0.01%	436
2024 Q2	$646K	Sell	15,817 -7,400	-32%	-$300K	0.01%	379
2024 Q1	$966K	Sell	23,217 -3,171	-12%	-$125K	0.01%	321
2023 Q4	$1.02M	Buy	+26,388	New	+$940K	0.01%	305

Other funds holding JVAL

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

Affinity Wealth Canton, Ohio $186M AUM 22.35% 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

Wealthspire Advisors (New York)'s JVAL Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its JPMorgan US Value Factor ETF (JVAL) stake by 0.12% in Q2 2026, selling an estimated $275 and leaving 4,308 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Wealthspire Advisors (New York) first reported a position in JVAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2023. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Wealthspire Advisors (New York) held 4,308 shares of JPMorgan US Value Factor ETF worth $253K as of Q2 2026.
Wealthspire Advisors (New York) sold 5 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $275.
JPMorgan US Value Factor ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1061 holding.
Wealthspire Advisors (New York) first reported a position in JPMorgan US Value Factor ETF in Q4 2023 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s JPMorgan US Value Factor ETF position peaked at $1.02M in Q4 2023.
169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.