Householder Group Estate & Retirement Specialist’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$985K	Buy	22,820 +537	+2%	+$23.7K	0.74%	26
2024 Q3	$970K	Buy	22,283 +133	+0.6%	+$5.58K	0.28%	78
2024 Q2	$905K	Buy	22,150 +22	+0.1%	+$892	0.25%	86
2024 Q1	$921K	Buy	22,128 +1,073	+5%	+$42.3K	0.27%	82
2023 Q4	$812K	Buy	21,055 +19,567	+1,315%	+$697K	0.27%	76
2023 Q3	$51.5K	Buy	+1,488	New	+$53.6K	0.02%	441

Other funds holding JVAL

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 $3.62B AUM 24.81% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JVAL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its JPMorgan US Value Factor ETF (JVAL) stake by 2.4% in Q4 2024, buying an estimated $23.7K and bringing the position to 22,820 shares worth $985K. The position accounts for 0.74% of the portfolio, ranked #26.

Householder Group Estate & Retirement Specialist first reported a position in JVAL in Q3 2023 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold JVAL as of Q4 2024.

Householder Group Estate & Retirement Specialist held 22,820 shares of JPMorgan US Value Factor ETF worth $985K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 537 JPMorgan US Value Factor ETF shares in Q4 2024, an estimated $23.7K.
JPMorgan US Value Factor ETF made up 0.74% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #26 holding.
Householder Group Estate & Retirement Specialist first reported a position in JPMorgan US Value Factor ETF in Q3 2023 and has held it in 6 quarters since.
125 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.