JP Morgan Private Wealth Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$607K	Buy	17,517 +22	+0.1%	+$792	﹤0.01%	1163
2023 Q2	$624K	Buy	17,495 +34	+0.2%	+$1.16K	﹤0.01%	947
2023 Q1	$595K	Sell	17,461 -1,250	-7%	-$42.9K	﹤0.01%	1403
2022 Q4	$620K	Sell	18,711 -7,670	-29%	-$253K	﹤0.01%	1377
2022 Q3	$786K	Buy	+26,381	New	+$878K	﹤0.01%	1251

Other funds holding JVAL

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CCA

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Private Wealth Advisors's JVAL Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its JPMorgan US Value Factor ETF (JVAL) stake by 0.13% in Q3 2023, buying an estimated $792 and bringing the position to 17,517 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

JP Morgan Private Wealth Advisors first reported a position in JVAL in Q3 2022 and has held it in 5 quarters since. The position peaked at $786K in Q3 2022. 89 funds tracked by Wall St. Rank hold JVAL as of Q3 2023.

JP Morgan Private Wealth Advisors held 17,517 shares of JPMorgan US Value Factor ETF worth $607K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 22 JPMorgan US Value Factor ETF shares in Q3 2023, an estimated $792.
JPMorgan US Value Factor ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1163 holding.
JP Morgan Private Wealth Advisors first reported a position in JPMorgan US Value Factor ETF in Q3 2022 and has held it in 5 quarters since.
JP Morgan Private Wealth Advisors's JPMorgan US Value Factor ETF position peaked at $786K in Q3 2022.
89 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.