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

Avior 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
2024
Q3 		– Sell
-766
Closed -$31.3K – 2368
2024
Q2 		$31.3K Buy
766
+62
+9% +$2.52K ﹤0.01% 1244
2024
Q1 		$29.3K Buy
+704
New +$27.8K ﹤0.01% 1453

Other funds holding JVAL

CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avior Wealth Management's JVAL Position: Q3 2024 in Review

Avior Wealth Management sold out of JPMorgan US Value Factor ETF (JVAL) in Q3 2024, closing a stake of 766 shares — an estimated $31.3K sold.

Avior Wealth Management first reported a position in JVAL in Q1 2024 and held it in 2 quarters. The position peaked at $31.3K in Q2 2024. 115 funds tracked by Wall St. Rank hold JVAL as of Q3 2024.

  • Avior Wealth Management reported no remaining JPMorgan US Value Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 766 JPMorgan US Value Factor ETF shares in Q3 2024, an estimated $31.3K.
  • Avior Wealth Management first reported a position in JPMorgan US Value Factor ETF in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's JPMorgan US Value Factor ETF position peaked at $31.3K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.