Spire Wealth Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $236K | Hold |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $208K | Sell |
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|
2024
Q4 | $249K | Buy |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $380K | Buy |
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|
2024
Q1 | $361K | Buy |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $249K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $231K | Buy |
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