Capital Analysts LLC’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 | $50K | Buy |
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|
2025
Q1 | $39K | Buy |
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|
2024
Q4 | $12K | Buy |
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|
2024
Q3 | $12K | Hold |
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|
2024
Q2 | $11K | Sell |
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|
2024
Q1 | $193K | Sell |
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|
2023
Q4 | $20.1M | Buy |
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|
2023
Q3 | $17.9M | Buy |
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|
2023
Q2 | $18.3M | Buy |
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|
2023
Q1 | $17M | Buy |
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|
2022
Q4 | $15.4M | Buy |
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|
2022
Q3 | $13.8M | Buy |
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|
2022
Q2 | $14.4M | Buy |
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|
2022
Q1 | $16.2M | Buy |
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