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Ameritas Investment Company’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Ameritas Investment 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
2021
Q2 		– Sell
-5,165
Closed -$177K – 1426
2021
Q1 		$177K Buy
+5,165
New +$167K 0.02% 612

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BCI
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CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ameritas Investment Company's JVAL Position: Q2 2021 in Review

Ameritas Investment Company sold out of JPMorgan US Value Factor ETF (JVAL) in Q2 2021, closing a stake of 5,165 shares — an estimated $177K sold.

Ameritas Investment Company first reported a position in JVAL in Q1 2021 and held it in 1 quarter. The position peaked at $177K in Q1 2021. 48 funds tracked by Wall St. Rank hold JVAL as of Q2 2021.

  • Ameritas Investment Company reported no remaining JPMorgan US Value Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 5,165 JPMorgan US Value Factor ETF shares in Q2 2021, an estimated $177K.
  • Ameritas Investment Company first reported a position in JPMorgan US Value Factor ETF in Q1 2021 and held it in 1 quarter.
  • Ameritas Investment Company's JPMorgan US Value Factor ETF position peaked at $177K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.