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Capital Asset Advisory Services’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Capital Asset Advisory Services’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
2022
Q4 		– Sell
-20
Closed -$1K – 450
2022
Q3 		$1K Buy
+20
New +$666 ﹤0.01% 448

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Northwestern Mutual Wealth Management
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LPL Financial
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Capital Asset Advisory Services's JVAL Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of JPMorgan US Value Factor ETF (JVAL) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in JVAL in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 76 funds tracked by Wall St. Rank hold JVAL as of Q4 2022.

  • Capital Asset Advisory Services reported no remaining JPMorgan US Value Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Capital Asset Advisory Services sold 20 JPMorgan US Value Factor ETF shares in Q4 2022, an estimated $1K.
  • Capital Asset Advisory Services first reported a position in JPMorgan US Value Factor ETF in Q3 2022 and held it in 1 quarter.
  • Capital Asset Advisory Services's JPMorgan US Value Factor ETF position peaked at $1K in Q3 2022.
  • 76 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.