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Legacy Wealth Management (Idaho)’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q1 		– Sell
-4
Closed -$180 – 841
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 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
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 Wealth Management (Idaho)'s JVAL Position: Q1 2025 in Review

Legacy Wealth Management (Idaho) sold out of JPMorgan US Value Factor ETF (JVAL) in Q1 2025, closing a stake of 4 shares — an estimated $180 sold.

Legacy Wealth Management (Idaho) first reported a position in JVAL in Q3 2024 and held it in 2 quarters. The position peaked at $180 in Q4 2024. 127 funds tracked by Wall St. Rank hold JVAL as of Q1 2025.

  • Legacy Wealth Management (Idaho) reported no remaining JPMorgan US Value Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 4 JPMorgan US Value Factor ETF shares in Q1 2025, an estimated $180.
  • Legacy Wealth Management (Idaho) first reported a position in JPMorgan US Value Factor ETF in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s JPMorgan US Value Factor ETF position peaked at $180 in Q4 2024.
  • 127 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2025, filed 16 May 2025.