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

WealthPLAN 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
2023
Q3 		– Sell
-17
Closed -$606 – 739
2023
Q2 		$606 Hold
17
– – ﹤0.01% 1169
2023
Q1 		$579 Buy
+17
New +$584 ﹤0.01% 1241

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BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthPLAN Partners's JVAL Position: Q3 2023 in Review

WealthPLAN Partners sold out of JPMorgan US Value Factor ETF (JVAL) in Q3 2023, closing a stake of 17 shares — an estimated $606 sold.

WealthPLAN Partners first reported a position in JVAL in Q1 2023 and held it in 2 quarters. The position peaked at $606 in Q2 2023. 89 funds tracked by Wall St. Rank hold JVAL as of Q3 2023.

  • WealthPLAN Partners reported no remaining JPMorgan US Value Factor ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 17 JPMorgan US Value Factor ETF shares in Q3 2023, an estimated $606.
  • WealthPLAN Partners first reported a position in JPMorgan US Value Factor ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's JPMorgan US Value Factor ETF position peaked at $606 in Q2 2023.
  • 89 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.