Integrated Wealth Concepts’s JPMorgan US Value Factor ETF JVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Sell |
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|
2025
Q1 | $3.92M | Sell |
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|
2024
Q4 | $4.62M | Sell |
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|
2024
Q3 | $5.49M | Sell |
|
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|
2024
Q2 | $6.38M | Sell |
|
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|
2024
Q1 | $6.54M | Sell |
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|
2023
Q4 | $7.1M | Buy |
|
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|
2023
Q3 | $6.16M | Sell |
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|
2023
Q2 | $6.39M | Buy |
|
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|
2023
Q1 | $5.97M | Buy |
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|
2022
Q4 | $5.59M | Buy |
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|
2022
Q3 | $4.91M | Buy |
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|
2022
Q2 | $4.63M | Buy |
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|
2022
Q1 | $4.58M | Buy |
|