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Meeder Asset Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Meeder Asset 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
-727
Closed -$26K – 1759
2021
Q3 		$26K Hold
727
– – ﹤0.01% 1329
2021
Q2 		$26K Hold
727
– – ﹤0.01% 1367
2021
Q1 		$25K Hold
727
– – ﹤0.01% 1340
2020
Q4 		$22K Hold
727
– – ﹤0.01% 768
2020
Q3 		$18K Hold
727
– – ﹤0.01% 1201
2020
Q2 		$17K Buy
+727
New +$16.7K ﹤0.01% 1173

Other funds holding JVAL

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Meeder Asset Management's JVAL Position: Q4 2021 in Review

Meeder Asset Management sold out of JPMorgan US Value Factor ETF (JVAL) in Q4 2021, closing a stake of 727 shares — an estimated $26K sold.

Meeder Asset Management first reported a position in JVAL in Q2 2020 and held it in 6 quarters. The position peaked at $26K in Q3 2021. 64 funds tracked by Wall St. Rank hold JVAL as of Q4 2021.

  • Meeder Asset Management reported no remaining JPMorgan US Value Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Meeder Asset Management sold 727 JPMorgan US Value Factor ETF shares in Q4 2021, an estimated $26K.
  • Meeder Asset Management first reported a position in JPMorgan US Value Factor ETF in Q2 2020 and held it in 6 quarters.
  • Meeder Asset Management's JPMorgan US Value Factor ETF position peaked at $26K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q4 2021.

Based on Meeder Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.