Wealthspire Advisors (New York)’s JPMorgan US Value Factor ETF JVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
8,884
-883
| -9% | -$39.1K | ﹤0.01% | 601 |
|
|
2025
Q1 | $405K | Sell |
9,767
-3,640
| -27% | -$151K | ﹤0.01% | 568 |
|
|
2024
Q4 | $579K | Sell |
13,407
-2,370
| -15% | -$102K | 0.01% | 477 |
|
|
2024
Q3 | $687K | Sell |
15,777
-40
| -0.3% | -$1.74K | 0.01% | 436 |
|
|
2024
Q2 | $646K | Sell |
15,817
-7,400
| -32% | -$302K | 0.01% | 379 |
|
|
2024
Q1 | $966K | Sell |
23,217
-3,171
| -12% | -$132K | 0.01% | 321 |
|
|
2023
Q4 | $1.02M | Buy |
+26,388
| New | +$1.02M | 0.01% | 305 |
|