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Strategic Financial Concepts’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-82,557
Closed -$1.95K – 487
2024
Q2 		$1.95K Buy
+82,557
New +$3.35M ﹤0.01% 559

Other funds holding JVAL

CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
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
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Financial Concepts's JVAL Position: Q3 2024 in Review

Strategic Financial Concepts sold out of JPMorgan US Value Factor ETF (JVAL) in Q3 2024, closing a stake of 82,557 shares — an estimated $1.95K sold.

Strategic Financial Concepts first reported a position in JVAL in Q2 2024 and held it in 1 quarter. The position peaked at $1.95K in Q2 2024. 115 funds tracked by Wall St. Rank hold JVAL as of Q3 2024.

  • Strategic Financial Concepts reported no remaining JPMorgan US Value Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 82,557 JPMorgan US Value Factor ETF shares in Q3 2024, an estimated $1.95K.
  • Strategic Financial Concepts first reported a position in JPMorgan US Value Factor ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's JPMorgan US Value Factor ETF position peaked at $1.95K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.