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WhitTier Trust Company’s JPMorgan US Value Factor ETF JVAL Stock Holding History

WhitTier Trust Company’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 		$43.2K Hold
749
– – ﹤0.01% 771
2026
Q1 		$37.1K Buy
+749
New +$37.8K ﹤0.01% 779

Other funds holding JVAL

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WhitTier Trust Company's JVAL Position: Q2 2026 in Review

WhitTier Trust Company held its JPMorgan US Value Factor ETF (JVAL) position steady in Q2 2026 at 749 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

WhitTier Trust Company 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.

  • WhitTier Trust Company held 749 shares of JPMorgan US Value Factor ETF worth $43.2K as of Q2 2026.
  • WhitTier Trust Company left its JPMorgan US Value Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #771 holding.
  • WhitTier Trust Company 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 WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.