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American Portfolios Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$169K Hold
5,665
– – 0.01% 1086
2022
Q2 		$182K Buy
5,665
+757
+15% +$26.3K 0.01% 1086
2022
Q1 		$181K Buy
4,908
+280
+6% +$10.4K 0.01% 1205
2021
Q4 		$178K Buy
+4,628
New +$173K 0.01% 1215

Other funds holding JVAL

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

American Portfolios Advisors's JVAL Position: Q3 2022 in Review

American Portfolios Advisors held its JPMorgan US Value Factor ETF (JVAL) position steady in Q3 2022 at 5,665 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #1086.

American Portfolios Advisors first reported a position in JVAL in Q4 2021 and has held it in 4 quarters since. The position peaked at $182K in Q2 2022. 75 funds tracked by Wall St. Rank hold JVAL as of Q3 2022.

  • American Portfolios Advisors held 5,665 shares of JPMorgan US Value Factor ETF worth $169K as of Q3 2022.
  • American Portfolios Advisors left its JPMorgan US Value Factor ETF share count unchanged in Q3 2022.
  • JPMorgan US Value Factor ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1086 holding.
  • American Portfolios Advisors first reported a position in JPMorgan US Value Factor ETF in Q4 2021 and has held it in 4 quarters since.
  • American Portfolios Advisors's JPMorgan US Value Factor ETF position peaked at $182K in Q2 2022.
  • 75 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.