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Farmers & Merchants Investments Inc’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Farmers & Merchants Investments Inc’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
Q4 		– Sell
-188
Closed -$6K – 1778
2022
Q3 		$6K Sell
188
-946
-83% -$31.5K ﹤0.01% 725
2022
Q2 		$36K Hold
1,134
– – ﹤0.01% 467
2022
Q1 		$42K Buy
+1,134
New +$42K ﹤0.01% 447

Other funds holding JVAL

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Farmers & Merchants Investments Inc's JVAL Position: Q4 2022 in Review

Farmers & Merchants Investments Inc sold out of JPMorgan US Value Factor ETF (JVAL) in Q4 2022, closing a stake of 188 shares — an estimated $6K sold.

Farmers & Merchants Investments Inc first reported a position in JVAL in Q1 2022 and held it in 3 quarters. The position peaked at $42K in Q1 2022. 76 funds tracked by Wall St. Rank hold JVAL as of Q4 2022.

  • Farmers & Merchants Investments Inc reported no remaining JPMorgan US Value Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 188 JPMorgan US Value Factor ETF shares in Q4 2022, an estimated $6K.
  • Farmers & Merchants Investments Inc first reported a position in JPMorgan US Value Factor ETF in Q1 2022 and held it in 3 quarters.
  • Farmers & Merchants Investments Inc's JPMorgan US Value Factor ETF position peaked at $42K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q4 2022.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2022, filed 2 Feb 2023.