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Prism Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Prism Advisors’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
Q1 		– Sell
-7,630
Closed -$294K – 67
2023
Q4 		$294K Buy
+7,630
New +$272K 0.09% 59

Other funds holding JVAL

Envestnet Portfolio Solutions
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FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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

Prism Advisors's JVAL Position: Q1 2024 in Review

Prism Advisors sold out of JPMorgan US Value Factor ETF (JVAL) in Q1 2024, closing a stake of 7,630 shares — an estimated $294K sold.

Prism Advisors first reported a position in JVAL in Q4 2023 and held it in 1 quarter. The position peaked at $294K in Q4 2023. 112 funds tracked by Wall St. Rank hold JVAL as of Q1 2024.

  • Prism Advisors reported no remaining JPMorgan US Value Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Prism Advisors sold 7,630 JPMorgan US Value Factor ETF shares in Q1 2024, an estimated $294K.
  • Prism Advisors first reported a position in JPMorgan US Value Factor ETF in Q4 2023 and held it in 1 quarter.
  • Prism Advisors's JPMorgan US Value Factor ETF position peaked at $294K in Q4 2023.
  • 112 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2024.

Based on Prism Advisors's 13F filing for Q1 2024, filed 5 Apr 2024.