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Wealthcare Advisory Partners’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-4,000
Closed -$137K – 1231
2021
Q1 		$137K Buy
+4,000
New +$129K 0.01% 574

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BCI
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CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealthcare Advisory Partners's JVAL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of JPMorgan US Value Factor ETF (JVAL) in Q2 2021, closing a stake of 4,000 shares — an estimated $137K sold.

Wealthcare Advisory Partners first reported a position in JVAL in Q1 2021 and held it in 1 quarter. The position peaked at $137K in Q1 2021. 48 funds tracked by Wall St. Rank hold JVAL as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining JPMorgan US Value Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 4,000 JPMorgan US Value Factor ETF shares in Q2 2021, an estimated $137K.
  • Wealthcare Advisory Partners first reported a position in JPMorgan US Value Factor ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's JPMorgan US Value Factor ETF position peaked at $137K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.