OMC
JVAL icon

Old Mission Capital’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Old Mission Capital’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 		– Sell
-4,777
Closed -$208K – 1081
2024
Q3 		$208K Buy
+4,777
New +$201K ﹤0.01% 1100

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

Old Mission Capital's JVAL Position: Q4 2024 in Review

Old Mission Capital sold out of JPMorgan US Value Factor ETF (JVAL) in Q4 2024, closing a stake of 4,777 shares — an estimated $208K sold.

Old Mission Capital first reported a position in JVAL in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 125 funds tracked by Wall St. Rank hold JVAL as of Q4 2024.

  • Old Mission Capital reported no remaining JPMorgan US Value Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Old Mission Capital sold 4,777 JPMorgan US Value Factor ETF shares in Q4 2024, an estimated $208K.
  • Old Mission Capital first reported a position in JPMorgan US Value Factor ETF in Q3 2024 and held it in 1 quarter.
  • Old Mission Capital's JPMorgan US Value Factor ETF position peaked at $208K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.