Drive Wealth Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-39,538
| Closed | -$1.62M | – | 338 |
|
|
2024
Q2 | $1.62M | Buy |
39,538
+5,021
| +15% | +$205K | 0.44% | 42 |
|
|
2024
Q1 | $1.44M | Buy |
34,517
+12,286
| +55% | +$511K | 0.4% | 47 |
|
|
2023
Q4 | $858K | Buy |
22,231
+13,484
| +154% | +$520K | 0.28% | 74 |
|
|
2023
Q3 | $303K | Buy |
8,747
+1,071
| +14% | +$37.1K | 0.11% | 172 |
|
|
2023
Q2 | $274K | Buy |
+7,676
| New | +$274K | 0.1% | 193 |
|