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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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return