Cetera Advisors
JVAL icon

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

Cetera Advisors’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 		– Sell
-8,664
Closed -$334K – 2458
2023
Q4 		$334K Buy
+8,664
New +$309K ﹤0.01% 1365
2022
Q2 		– Sell
-24,246
Closed -$896K – 1431
2022
Q1 		$896K Buy
+24,246
New +$898K 0.02% 650

Other funds holding JVAL

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Cobblestone Capital Advisors
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Orion Portfolio Solutions
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
Federation des caisses Desjardins du Quebec
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 Advisors's JVAL Position: Q1 2024 in Review

Cetera Advisors sold out of JPMorgan US Value Factor ETF (JVAL) in Q1 2024, closing a stake of 8,664 shares — an estimated $334K sold.

Cetera Advisors first reported a position in JVAL in Q1 2022 and held it in 2 quarters. The position peaked at $896K in Q1 2022. 112 funds tracked by Wall St. Rank hold JVAL as of Q1 2024.

  • Cetera Advisors reported no remaining JPMorgan US Value Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisors sold 8,664 JPMorgan US Value Factor ETF shares in Q1 2024, an estimated $334K.
  • Cetera Advisors first reported a position in JPMorgan US Value Factor ETF in Q1 2022 and held it in 2 quarters.
  • Cetera Advisors's JPMorgan US Value Factor ETF position peaked at $896K in Q1 2022.
  • 112 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2024.

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