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Apollon Wealth Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Apollon Wealth Management’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
2023
Q3 		– Sell
-13,020
Closed -$465K – 951
2023
Q2 		$465K Buy
+13,020
New +$444K 0.02% 611

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FCBT
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BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 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 $3.81B AUM 15.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Apollon Wealth Management's JVAL Position: Q3 2023 in Review

Apollon Wealth Management sold out of JPMorgan US Value Factor ETF (JVAL) in Q3 2023, closing a stake of 13,020 shares — an estimated $465K sold.

Apollon Wealth Management first reported a position in JVAL in Q2 2023 and held it in 1 quarter. The position peaked at $465K in Q2 2023. 89 funds tracked by Wall St. Rank hold JVAL as of Q3 2023.

  • Apollon Wealth Management reported no remaining JPMorgan US Value Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 13,020 JPMorgan US Value Factor ETF shares in Q3 2023, an estimated $465K.
  • Apollon Wealth Management first reported a position in JPMorgan US Value Factor ETF in Q2 2023 and held it in 1 quarter.
  • Apollon Wealth Management's JPMorgan US Value Factor ETF position peaked at $465K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2023.

Based on Apollon Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.