MWM
JVAL icon

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

Modera 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
2025
Q4 		– Sell
-4,867
Closed -$231K – 656
2025
Q3 		$231K Hold
4,867
– – ﹤0.01% 598
2025
Q2 		$215K Hold
4,867
– – ﹤0.01% 609
2025
Q1 		$202K Hold
4,867
– – ﹤0.01% 591
2024
Q4 		$210K Hold
4,867
– – ﹤0.01% 592
2024
Q3 		$212K Buy
+4,867
New +$204K ﹤0.01% 574

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