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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$523K Sell
2025
Q2
$531K Hold
2025
Q1
$497K Hold
2024
Q4
$518K Hold
2024
Q3
$523K Hold
2024
Q2
$490K Hold
2024
Q1
$499K Hold
2023
Q4
$463K Sell
2023
Q3
$416K Buy
2023
Q2
$428K Buy