Patriot Financial Group Insurance Agency’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-112	Closed	-$4K	–	1224
2022 Q2	$4K	Sell	112 -43	-28%	-$1.49K	﹤0.01%	1557
2022 Q1	$6K	Hold	155	–	–	﹤0.01%	1551
2021 Q4	$6K	Buy	155 +65	+72%	+$2.43K	﹤0.01%	1655
2021 Q3	$3K	Buy	90 +64	+246%	+$2.34K	﹤0.01%	1851
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	1985
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	1888
2020 Q4	$1K	Buy	+26	New	+$722	﹤0.01%	1762

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JVAL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan US Value Factor ETF (JVAL) in Q3 2022, closing a stake of 112 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in JVAL in Q4 2020 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 75 funds tracked by Wall St. Rank hold JVAL as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining JPMorgan US Value Factor ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 112 JPMorgan US Value Factor ETF shares in Q3 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in JPMorgan US Value Factor ETF in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's JPMorgan US Value Factor ETF position peaked at $6K in Q1 2022.
75 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.