Brown Brothers Harriman & Co’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Brown Brothers Harriman & Co’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 Q2	–	Sell	-44	Closed	-$1.83K	–	1196
2024 Q1	$1.83K	Hold	44	–	–	﹤0.01%	1095
2023 Q4	$1.7K	Buy	+44	New	+$1.57K	﹤0.01%	1071

Other funds holding JVAL

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown Brothers Harriman & Co's JVAL Position: Q2 2024 in Review

Brown Brothers Harriman & Co sold out of JPMorgan US Value Factor ETF (JVAL) in Q2 2024, closing a stake of 44 shares — an estimated $1.83K sold.

Brown Brothers Harriman & Co first reported a position in JVAL in Q4 2023 and held it in 2 quarters. The position peaked at $1.83K in Q1 2024. 115 funds tracked by Wall St. Rank hold JVAL as of Q2 2024.

Brown Brothers Harriman & Co reported no remaining JPMorgan US Value Factor ETF position as of Q2 2024 after selling out during the quarter.
Brown Brothers Harriman & Co sold 44 JPMorgan US Value Factor ETF shares in Q2 2024, an estimated $1.83K.
Brown Brothers Harriman & Co first reported a position in JPMorgan US Value Factor ETF in Q4 2023 and held it in 2 quarters.
Brown Brothers Harriman & Co's JPMorgan US Value Factor ETF position peaked at $1.83K in Q1 2024.
115 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2024.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2024, filed 9 Aug 2024.