PAA
JVAL icon

Peregrine Asset Advisers’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Peregrine Asset Advisers’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
Q1 		– Sell
-5,555
Closed -$213K – 130
2021
Q4 		$213K Buy
+5,555
New +$208K 0.09% 122
2021
Q3 		– Sell
-5,555
Closed -$201K – 151
2021
Q2 		$201K Buy
+5,555
New +$200K 0.09% 122

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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Peregrine Asset Advisers's JVAL Position: Q1 2022 in Review

Peregrine Asset Advisers sold out of JPMorgan US Value Factor ETF (JVAL) in Q1 2022, closing a stake of 5,555 shares — an estimated $213K sold.

Peregrine Asset Advisers first reported a position in JVAL in Q2 2021 and held it in 2 quarters. The position peaked at $213K in Q4 2021. 79 funds tracked by Wall St. Rank hold JVAL as of Q1 2022.

  • Peregrine Asset Advisers reported no remaining JPMorgan US Value Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Peregrine Asset Advisers sold 5,555 JPMorgan US Value Factor ETF shares in Q1 2022, an estimated $213K.
  • Peregrine Asset Advisers first reported a position in JPMorgan US Value Factor ETF in Q2 2021 and held it in 2 quarters.
  • Peregrine Asset Advisers's JPMorgan US Value Factor ETF position peaked at $213K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2022.

Based on Peregrine Asset Advisers's 13F filing for Q1 2022, filed 5 May 2022.