Avantax Advisory Services’s JPMorgan US Value Factor ETF JVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $335K | Sell |
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|
2024
Q3 | $414K | Sell |
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|
2024
Q2 | $577K | Sell |
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|
2024
Q1 | $725K | Sell |
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $953K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.47M | Buy |
|