JP Morgan Chase’s Brand Value ETF BVAL Stock Holding History

JP Morgan Chase’s Portfolio BVAL Stock Details BVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-39,700	Closed	-$609K	–	5790
2018 Q1	$609K	Hold	39,700	–	–	﹤0.01%	3925
2017 Q4	$630K	Hold	39,700	–	–	﹤0.01%	3968
2017 Q3	$598K	Sell	39,700 -40,300	-50%	-$609K	﹤0.01%	3760
2017 Q2	$1.22M	Buy	+80,000	New	+$1.2M	﹤0.01%	3323

Other funds holding BVAL

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase's BVAL Position: Q2 2018 in Review

JP Morgan Chase sold out of Brand Value ETF (BVAL) in Q2 2018, closing a stake of 39,700 shares — an estimated $609K sold.

JP Morgan Chase first reported a position in BVAL in Q2 2017 and held it in 4 quarters. The position peaked at $1.22M in Q2 2017. 3 funds tracked by Wall St. Rank hold BVAL as of Q2 2018.

JP Morgan Chase reported no remaining Brand Value ETF position as of Q2 2018 after selling out during the quarter.
JP Morgan Chase sold 39,700 Brand Value ETF shares in Q2 2018, an estimated $609K.
JP Morgan Chase first reported a position in Brand Value ETF in Q2 2017 and held it in 4 quarters.
JP Morgan Chase's Brand Value ETF position peaked at $1.22M in Q2 2017.
3 funds tracked by Wall St. Rank held Brand Value ETF as of Q2 2018.

Based on JP Morgan Chase's 13F filing for Q2 2018, filed 14 Aug 2018.