Confluence Wealth Services’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Confluence Wealth 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
2025 Q2	$2.31M	Buy
2025 Q1	$2.03M	Sell
2024 Q4	$2.38M	Buy
2024 Q3	$2.29M	Buy
2024 Q2	$2.14M	Buy
2024 Q1	$2.17M	Buy
2023 Q4	$2.01M	Buy
2022 Q1	–	Sell
2021 Q4	$62K	Buy