Csenge Advisory Group’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Csenge Advisory Group’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 Q2	–	Sell	-34,678	Closed	-$1.28M	–	636
2022 Q1	$1.28M	Buy	+34,678	New	+$1.28M	0.1%	176
2021 Q4	–	Sell	-35,761	Closed	-$1.28M	–	588
2021 Q3	$1.28M	Buy	+35,761	New	+$1.31M	0.11%	171

Other funds holding JVAL

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

CCA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Csenge Advisory Group's JVAL Position: Q2 2022 in Review

Csenge Advisory Group sold out of JPMorgan US Value Factor ETF (JVAL) in Q2 2022, closing a stake of 34,678 shares — an estimated $1.28M sold.

Csenge Advisory Group first reported a position in JVAL in Q3 2021 and held it in 2 quarters. The position peaked at $1.28M in Q3 2021. 79 funds tracked by Wall St. Rank hold JVAL as of Q2 2022.

Csenge Advisory Group reported no remaining JPMorgan US Value Factor ETF position as of Q2 2022 after selling out during the quarter.
Csenge Advisory Group sold 34,678 JPMorgan US Value Factor ETF shares in Q2 2022, an estimated $1.28M.
Csenge Advisory Group first reported a position in JPMorgan US Value Factor ETF in Q3 2021 and held it in 2 quarters.
Csenge Advisory Group's JPMorgan US Value Factor ETF position peaked at $1.28M in Q3 2021.
79 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2022.

Based on Csenge Advisory Group's 13F filing for Q2 2022, filed 27 Jul 2022.