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FAS Wealth Partners’s JPMorgan US Value Factor ETF JVAL Stock Holding History

FAS Wealth Partners’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
Q1 		– Sell
-1,088
Closed -$42K – 396
2021
Q4 		$42K Sell
1,088
-286
-21% -$10.7K ﹤0.01% 340
2021
Q3 		$49K Buy
+1,374
New +$50.2K ﹤0.01% 336

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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

FAS Wealth Partners's JVAL Position: Q1 2022 in Review

FAS Wealth Partners sold out of JPMorgan US Value Factor ETF (JVAL) in Q1 2022, closing a stake of 1,088 shares — an estimated $42K sold.

FAS Wealth Partners first reported a position in JVAL in Q3 2021 and held it in 2 quarters. The position peaked at $49K in Q3 2021. 79 funds tracked by Wall St. Rank hold JVAL as of Q1 2022.

  • FAS Wealth Partners reported no remaining JPMorgan US Value Factor ETF position as of Q1 2022 after selling out during the quarter.
  • FAS Wealth Partners sold 1,088 JPMorgan US Value Factor ETF shares in Q1 2022, an estimated $42K.
  • FAS Wealth Partners first reported a position in JPMorgan US Value Factor ETF in Q3 2021 and held it in 2 quarters.
  • FAS Wealth Partners's JPMorgan US Value Factor ETF position peaked at $49K in Q3 2021.
  • 79 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2022.

Based on FAS Wealth Partners's 13F filing for Q1 2022, filed 4 May 2022.