SFSIG
JVAL icon

San Francisco Sentry Investment Group’s JPMorgan US Value Factor ETF JVAL Stock Holding History

San Francisco Sentry Investment Group’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
2021
Q2 		$51K Buy
+1,400
New +$50.3K 0.03% 362

Other funds holding JVAL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

San Francisco Sentry Investment Group's JVAL Position: Q2 2021 in Review

San Francisco Sentry Investment Group opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q2 2021: 1,400 shares worth $51K. The stake represents 0.03% of the portfolio and ranks #362 among its holdings.

48 funds tracked by Wall St. Rank hold JVAL as of Q2 2021.

  • San Francisco Sentry Investment Group held 1,400 shares of JPMorgan US Value Factor ETF worth $51K as of Q2 2021.
  • JPMorgan US Value Factor ETF was a new San Francisco Sentry Investment Group position in Q2 2021.
  • JPMorgan US Value Factor ETF made up 0.03% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #362 holding.
  • 48 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.