Farther Finance Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.9K | Buy |
1,558
+772
| +98% | +$34.1K | ﹤0.01% | 1962 |
|
|
2025
Q1 | $32.5K | Hold |
786
| – | – | ﹤0.01% | 2123 |
|
|
2024
Q4 | $33.9K | Buy |
786
+1
| +0.1% | +$43 | ﹤0.01% | 1841 |
|
|
2024
Q3 | $34.2K | Hold |
785
| – | – | ﹤0.01% | 1836 |
|
|
2024
Q2 | $31.9K | Sell |
785
-152
| -16% | -$6.18K | ﹤0.01% | 1594 |
|
|
2024
Q1 | $38.9K | Buy |
937
+191
| +26% | +$7.93K | ﹤0.01% | 1267 |
|
|
2023
Q4 | $28.8K | Buy |
746
+194
| +35% | +$7.49K | ﹤0.01% | 1225 |
|
|
2023
Q3 | $19.1K | Hold |
552
| – | – | ﹤0.01% | 1101 |
|
|
2023
Q2 | $19.7K | Buy |
+552
| New | +$19.7K | ﹤0.01% | 1006 |
|
|
2023
Q1 | – | Sell |
-691
| Closed | -$22.9K | – | 2395 |
|
|
2022
Q4 | $22.9K | Buy |
+691
| New | +$22.9K | 0.01% | 690 |
|