Steward Partners Investment Advisory’s JPMorgan US Value Factor ETF JVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33K | Hold |
143
| – | – | ﹤0.01% | 3399 |
|
|
2025
Q1 | $5.92K | Hold |
143
| – | – | ﹤0.01% | 3323 |
|
|
2024
Q4 | $6.18K | Hold |
143
| – | – | ﹤0.01% | 3293 |
|
|
2024
Q3 | $6.23K | Hold |
143
| – | – | ﹤0.01% | 3115 |
|
|
2024
Q2 | $5.84K | Hold |
143
| – | – | ﹤0.01% | 2993 |
|
|
2024
Q1 | $5.95K | Hold |
143
| – | – | ﹤0.01% | 2989 |
|
|
2023
Q4 | $5.52K | Hold |
143
| – | – | ﹤0.01% | 2926 |
|
|
2023
Q3 | $4.95K | Hold |
143
| – | – | ﹤0.01% | 2830 |
|
|
2023
Q2 | $5.1K | Hold |
143
| – | – | ﹤0.01% | 2781 |
|
|
2023
Q1 | $4.87K | Sell |
143
-6
| -4% | -$204 | ﹤0.01% | 2797 |
|
|
2022
Q4 | $4.94K | Buy |
149
+6
| +4% | +$199 | ﹤0.01% | 2780 |
|
|
2022
Q3 | $4K | Buy |
+143
| New | +$4K | ﹤0.01% | 2857 |
|