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Transamerica Financial Advisors’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Transamerica Financial Advisors’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
2023
Q4 		– Sell
-225
Closed -$8K – 643
2023
Q3 		$8K Buy
+225
New +$8.1K ﹤0.01% 340

Other funds holding JVAL

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FCBT
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BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Transamerica Financial Advisors's JVAL Position: Q4 2023 in Review

Transamerica Financial Advisors sold out of JPMorgan US Value Factor ETF (JVAL) in Q4 2023, closing a stake of 225 shares — an estimated $8K sold.

Transamerica Financial Advisors first reported a position in JVAL in Q3 2023 and held it in 1 quarter. The position peaked at $8K in Q3 2023. 107 funds tracked by Wall St. Rank hold JVAL as of Q4 2023.

  • Transamerica Financial Advisors reported no remaining JPMorgan US Value Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 225 JPMorgan US Value Factor ETF shares in Q4 2023, an estimated $8K.
  • Transamerica Financial Advisors first reported a position in JPMorgan US Value Factor ETF in Q3 2023 and held it in 1 quarter.
  • Transamerica Financial Advisors's JPMorgan US Value Factor ETF position peaked at $8K in Q3 2023.
  • 107 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q4 2023.

Based on Transamerica Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.