Creative Financial Designs’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-106	Closed	-$4.58K	–	2096
2024 Q4	$4.58K	Hold	106	–	–	﹤0.01%	1437
2024 Q3	$4.62K	Hold	106	–	–	﹤0.01%	1396
2024 Q2	$4.33K	Hold	106	–	–	﹤0.01%	1348
2024 Q1	$4.41K	Hold	106	–	–	﹤0.01%	1334
2023 Q4	$4.09K	Hold	106	–	–	﹤0.01%	1303
2023 Q3	$3.67K	Hold	106	–	–	﹤0.01%	1243
2023 Q2	$3.78K	Buy	+106	New	+$3.62K	﹤0.01%	1227

Other funds holding JVAL

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GAG

Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Financial Designs's JVAL Position: Q1 2025 in Review

Creative Financial Designs sold out of JPMorgan US Value Factor ETF (JVAL) in Q1 2025, closing a stake of 106 shares — an estimated $4.58K sold.

Creative Financial Designs first reported a position in JVAL in Q2 2023 and held it in 7 quarters. The position peaked at $4.62K in Q3 2024. 127 funds tracked by Wall St. Rank hold JVAL as of Q1 2025.

Creative Financial Designs reported no remaining JPMorgan US Value Factor ETF position as of Q1 2025 after selling out during the quarter.
Creative Financial Designs sold 106 JPMorgan US Value Factor ETF shares in Q1 2025, an estimated $4.58K.
Creative Financial Designs first reported a position in JPMorgan US Value Factor ETF in Q2 2023 and held it in 7 quarters.
Creative Financial Designs's JPMorgan US Value Factor ETF position peaked at $4.62K in Q3 2024.
127 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.