Kingsview Wealth Management
JVAL icon

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

Kingsview 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
2021
Q4 		– Sell
-39,237
Closed -$1.39M – 1009
2021
Q3 		$1.39M Buy
+39,237
New +$1.43M 0.07% 291

Other funds holding JVAL

Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Cobblestone Capital Advisors
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Palladium Partners
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Avalon Capital Management
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners Tampa, Florida $1.89B AUM 26.73% 1-Year Est. Return
55I LLC
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Kingsview Wealth Management's JVAL Position: Q4 2021 in Review

Kingsview Wealth Management sold out of JPMorgan US Value Factor ETF (JVAL) in Q4 2021, closing a stake of 39,237 shares — an estimated $1.39M sold.

Kingsview Wealth Management first reported a position in JVAL in Q3 2021 and held it in 1 quarter. The position peaked at $1.39M in Q3 2021. 64 funds tracked by Wall St. Rank hold JVAL as of Q4 2021.

  • Kingsview Wealth Management reported no remaining JPMorgan US Value Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 39,237 JPMorgan US Value Factor ETF shares in Q4 2021, an estimated $1.39M.
  • Kingsview Wealth Management first reported a position in JPMorgan US Value Factor ETF in Q3 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's JPMorgan US Value Factor ETF position peaked at $1.39M in Q3 2021.
  • 64 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q4 2021.

Based on Kingsview Wealth Management's 13F filing for Q4 2021, filed 17 Feb 2022.