IFP 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 | $27.1K | Buy |
+612
| New | +$27.1K | ﹤0.01% | 2381 |
|
2023
Q1 | – | Sell |
-12,633
| Closed | -$327K | – | 3950 |
|
2022
Q4 | $327K | Sell |
12,633
-714
| -5% | -$18.5K | 0.01% | 1102 |
|
2022
Q3 | $346K | Buy |
13,347
+500
| +4% | +$13K | 0.01% | 1114 |
|
2022
Q2 | $333K | Hold |
12,847
| – | – | 0.01% | 1021 |
|
2022
Q1 | $333K | Buy |
+12,847
| New | +$333K | 0.01% | 1021 |
|