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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.29M Sell
2025
Q1
$2.17M Buy
2024
Q4
$2.26M Sell
2024
Q3
$2.35M Buy