TCWP’s JPMorgan US Value Factor ETF JVAL Stock Holding History

TCWP’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
2022 Q2	–	Sell	-365	Closed	-$13K	–	1035
2022 Q1	$13K	Buy	+365	New	+$13.5K	﹤0.01%	809

Other funds holding JVAL

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

CCA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

TCWP's JVAL Position: Q2 2022 in Review

TCWP sold out of JPMorgan US Value Factor ETF (JVAL) in Q2 2022, closing a stake of 365 shares — an estimated $13K sold.

TCWP first reported a position in JVAL in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 79 funds tracked by Wall St. Rank hold JVAL as of Q2 2022.

TCWP reported no remaining JPMorgan US Value Factor ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 365 JPMorgan US Value Factor ETF shares in Q2 2022, an estimated $13K.
TCWP first reported a position in JPMorgan US Value Factor ETF in Q1 2022 and held it in 1 quarter.
TCWP's JPMorgan US Value Factor ETF position peaked at $13K in Q1 2022.
79 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.