SteelPeak Wealth’s JPMorgan US Value Factor ETF JVAL Stock Holding History

SteelPeak Wealth’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
2025 Q1	–	Sell	-86,134	Closed	-$3.72M	–	634
2024 Q4	$3.72M	Buy	+86,134	New	+$3.8M	0.15%	110
2024 Q3	–	Sell	-78,099	Closed	-$3.19M	–	562
2024 Q2	$3.19M	Buy	78,099 +58,261	+294%	+$2.36M	0.15%	111
2024 Q1	$826K	Buy	+19,838	New	+$782K	0.04%	242

Other funds holding JVAL

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GAG

Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SteelPeak Wealth's JVAL Position: Q1 2025 in Review

SteelPeak Wealth sold out of JPMorgan US Value Factor ETF (JVAL) in Q1 2025, closing a stake of 86,134 shares — an estimated $3.72M sold.

SteelPeak Wealth first reported a position in JVAL in Q1 2024 and held it in 3 quarters. The position peaked at $3.72M in Q4 2024. 127 funds tracked by Wall St. Rank hold JVAL as of Q1 2025.

SteelPeak Wealth reported no remaining JPMorgan US Value Factor ETF position as of Q1 2025 after selling out during the quarter.
SteelPeak Wealth sold 86,134 JPMorgan US Value Factor ETF shares in Q1 2025, an estimated $3.72M.
SteelPeak Wealth first reported a position in JPMorgan US Value Factor ETF in Q1 2024 and held it in 3 quarters.
SteelPeak Wealth's JPMorgan US Value Factor ETF position peaked at $3.72M in Q4 2024.
127 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.