CAN
JVAL icon

Cetera Advisor Networks’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Cetera Advisor Networks’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
Q1 		$297K Buy
7,130
+434
+6% +$17.1K ﹤0.01% 2299
2023
Q4 		$258K Buy
6,696
+574
+9% +$20.5K ﹤0.01% 2349
2023
Q3 		$212K Buy
+6,122
New +$220K ﹤0.01% 2389

Other funds holding JVAL

Envestnet Portfolio Solutions
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 $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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 $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Advisor Networks's JVAL Position: Q1 2024 in Review

Cetera Advisor Networks increased its JPMorgan US Value Factor ETF (JVAL) stake by 6.5% in Q1 2024, buying an estimated $17.1K and bringing the position to 7,130 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

Cetera Advisor Networks first reported a position in JVAL in Q3 2023 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold JVAL as of Q1 2024.

  • Cetera Advisor Networks held 7,130 shares of JPMorgan US Value Factor ETF worth $297K as of Q1 2024.
  • Cetera Advisor Networks bought 434 JPMorgan US Value Factor ETF shares in Q1 2024, an estimated $17.1K.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2299 holding.
  • Cetera Advisor Networks first reported a position in JPMorgan US Value Factor ETF in Q3 2023 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.