Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $985K | Buy |
22,820
+537
| +2% | +$23.2K | 0.74% | 26 |
|
|
2024
Q3 | $970K | Buy |
22,283
+133
| +0.6% | +$5.79K | 0.28% | 78 |
|
|
2024
Q2 | $905K | Buy |
22,150
+22
| +0.1% | +$899 | 0.25% | 86 |
|
|
2024
Q1 | $921K | Buy |
22,128
+1,073
| +5% | +$44.7K | 0.27% | 82 |
|
|
2023
Q4 | $812K | Buy |
21,055
+19,567
| +1,315% | +$755K | 0.27% | 76 |
|
|
2023
Q3 | $51.5K | Buy |
+1,488
| New | +$51.5K | 0.02% | 441 |
|