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Legacy Investment Solutions’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		$180 Hold
4
– – ﹤0.01% 720
2024
Q3 		$180 Buy
+4
New +$168 ﹤0.01% 672

Other funds holding JVAL

CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Investment Solutions's JVAL Position: Q4 2024 in Review

Legacy Investment Solutions held its JPMorgan US Value Factor ETF (JVAL) position steady in Q4 2024 at 4 shares worth $180. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Legacy Investment Solutions first reported a position in JVAL in Q3 2024 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold JVAL as of Q4 2024.

  • Legacy Investment Solutions held 4 shares of JPMorgan US Value Factor ETF worth $180 as of Q4 2024.
  • Legacy Investment Solutions left its JPMorgan US Value Factor ETF share count unchanged in Q4 2024.
  • JPMorgan US Value Factor ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #720 holding.
  • Legacy Investment Solutions first reported a position in JPMorgan US Value Factor ETF in Q3 2024 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.