IHT Wealth Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History

IHT Wealth Management’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
2023 Q1	–	Sell	-16,977	Closed	-$563K	–	977
2022 Q4	$563K	Buy	+16,977	New	+$559K	0.04%	451

Other funds holding JVAL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

CCA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

IHT Wealth Management's JVAL Position: Q1 2023 in Review

IHT Wealth Management sold out of JPMorgan US Value Factor ETF (JVAL) in Q1 2023, closing a stake of 16,977 shares — an estimated $563K sold.

IHT Wealth Management first reported a position in JVAL in Q4 2022 and held it in 1 quarter. The position peaked at $563K in Q4 2022. 73 funds tracked by Wall St. Rank hold JVAL as of Q1 2023.

IHT Wealth Management reported no remaining JPMorgan US Value Factor ETF position as of Q1 2023 after selling out during the quarter.
IHT Wealth Management sold 16,977 JPMorgan US Value Factor ETF shares in Q1 2023, an estimated $563K.
IHT Wealth Management first reported a position in JPMorgan US Value Factor ETF in Q4 2022 and held it in 1 quarter.
IHT Wealth Management's JPMorgan US Value Factor ETF position peaked at $563K in Q4 2022.
73 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2023.

Based on IHT Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.