Rockefeller Capital Management
JVAL icon

Rockefeller Capital Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Rockefeller Capital 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
2022
Q3 		– Sell
-106
Closed -$3K – 4137
2022
Q2 		$3K Buy
+106
New +$3.68K ﹤0.01% 3661

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LPL Financial
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Cerity Partners
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CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Morgan Stanley
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

Rockefeller Capital Management's JVAL Position: Q3 2022 in Review

Rockefeller Capital Management sold out of JPMorgan US Value Factor ETF (JVAL) in Q3 2022, closing a stake of 106 shares — an estimated $3K sold.

Rockefeller Capital Management first reported a position in JVAL in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 75 funds tracked by Wall St. Rank hold JVAL as of Q3 2022.

  • Rockefeller Capital Management reported no remaining JPMorgan US Value Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 106 JPMorgan US Value Factor ETF shares in Q3 2022, an estimated $3K.
  • Rockefeller Capital Management first reported a position in JPMorgan US Value Factor ETF in Q2 2022 and held it in 1 quarter.
  • Rockefeller Capital Management's JPMorgan US Value Factor ETF position peaked at $3K in Q2 2022.
  • 75 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2022.

Based on Rockefeller Capital Management's 13F filing for Q3 2022, filed 2 Nov 2022.