AWM
JVAL icon

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

Avaii 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
2026
Q1 		$210K Sell
4,288
-30
-0.7% -$1.52K 0.07% 155
2025
Q4 		$212K Sell
4,318
-137
-3% -$6.62K 0.08% 140
2025
Q3 		$212K Buy
+4,455
New +$205K 0.08% 141
2024
Q4 		– Sell
-4,650
Closed -$203K – 138
2024
Q3 		$203K Sell
4,650
-442
-9% -$18.6K 0.1% 127
2024
Q2 		$208K Sell
5,092
-275
-5% -$11.2K 0.12% 137
2024
Q1 		$223K Sell
5,367
-70
-1% -$2.76K 0.13% 129
2023
Q4 		$210K Buy
+5,437
New +$194K 0.14% 132

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AI
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