GI
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Gradient Investments’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-1,934
Closed -$79K – 847
2024
Q2 		$79K Hold
1,934
– – ﹤0.01% 428
2024
Q1 		$80.5K Hold
1,934
– – ﹤0.01% 375
2023
Q4 		$74.6K Hold
1,934
– – ﹤0.01% 467
2023
Q3 		$67K Hold
1,934
– – ﹤0.01% 449
2023
Q2 		$69K Hold
1,934
– – ﹤0.01% 456
2023
Q1 		$65.9K Hold
1,934
– – ﹤0.01% 440
2022
Q4 		$64.1K Hold
1,934
– – ﹤0.01% 450
2022
Q3 		$58K Hold
1,934
– – ﹤0.01% 453
2022
Q2 		$62K Hold
1,934
– – ﹤0.01% 436
2022
Q1 		$71K Hold
1,934
– – ﹤0.01% 416
2021
Q4 		$74K Hold
1,934
– – ﹤0.01% 409
2021
Q3 		$69K Hold
1,934
– – ﹤0.01% 431
2021
Q2 		$70K Hold
1,934
– – ﹤0.01% 425
2021
Q1 		$66K Hold
1,934
– – ﹤0.01% 423
2020
Q4 		$49K Hold
1,934
– – ﹤0.01% 407
2020
Q3 		$49K Buy
+1,934
New +$48.7K ﹤0.01% 410

Other funds holding JVAL

CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gradient Investments's JVAL Position: Q3 2024 in Review

Gradient Investments sold out of JPMorgan US Value Factor ETF (JVAL) in Q3 2024, closing a stake of 1,934 shares — an estimated $79K sold.

Gradient Investments first reported a position in JVAL in Q3 2020 and held it in 16 quarters. The position peaked at $80.5K in Q1 2024. 115 funds tracked by Wall St. Rank hold JVAL as of Q3 2024.

  • Gradient Investments reported no remaining JPMorgan US Value Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1,934 JPMorgan US Value Factor ETF shares in Q3 2024, an estimated $79K.
  • Gradient Investments first reported a position in JPMorgan US Value Factor ETF in Q3 2020 and held it in 16 quarters.
  • Gradient Investments's JPMorgan US Value Factor ETF position peaked at $80.5K in Q1 2024.
  • 115 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.