JP Morgan Chase
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JP Morgan Chase’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

JP Morgan Chase’s Portfolio IVAL Stock Details IVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,798
Closed -$43.2K – 7524
2024
Q4 		$43.2K Sell
1,798
-18
-1% -$444 ﹤0.01% 6071
2024
Q3 		$46.8K Sell
1,816
-129
-7% -$3.22K ﹤0.01% 6011
2024
Q2 		$48.5K Sell
1,945
-1,695
-47% -$44.2K ﹤0.01% 5874
2024
Q1 		$98.2K Sell
3,640
-97
-3% -$2.5K ﹤0.01% 5685
2023
Q4 		$93.6K Buy
+3,737
New +$88K ﹤0.01% 5766

Other funds holding IVAL

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

JP Morgan Chase's IVAL Position: Q1 2025 in Review

JP Morgan Chase sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q1 2025, closing a stake of 1,798 shares — an estimated $43.2K sold.

JP Morgan Chase first reported a position in IVAL in Q4 2023 and held it in 5 quarters. The position peaked at $98.2K in Q1 2024. 31 funds tracked by Wall St. Rank hold IVAL as of Q1 2025.

  • JP Morgan Chase reported no remaining Alpha Architect International Quantitative Value ETF position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 1,798 Alpha Architect International Quantitative Value ETF shares in Q1 2025, an estimated $43.2K.
  • JP Morgan Chase first reported a position in Alpha Architect International Quantitative Value ETF in Q4 2023 and held it in 5 quarters.
  • JP Morgan Chase's Alpha Architect International Quantitative Value ETF position peaked at $98.2K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.