WESPAC Advisors
JVAL icon

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

WESPAC 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
2022
Q1 		– Sell
-35,185
Closed -$1.35M – 132
2021
Q4 		$1.35M Buy
+35,185
New +$1.32M 0.91% 48

Other funds holding JVAL

Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Cobblestone Capital Advisors
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Palladium Partners
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners Tampa, Florida $1.89B AUM 26.73% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Capital Analysts LLC
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

WESPAC Advisors's JVAL Position: Q1 2022 in Review

WESPAC Advisors sold out of JPMorgan US Value Factor ETF (JVAL) in Q1 2022, closing a stake of 35,185 shares — an estimated $1.35M sold.

WESPAC Advisors first reported a position in JVAL in Q4 2021 and held it in 1 quarter. The position peaked at $1.35M in Q4 2021. 79 funds tracked by Wall St. Rank hold JVAL as of Q1 2022.

  • WESPAC Advisors reported no remaining JPMorgan US Value Factor ETF position as of Q1 2022 after selling out during the quarter.
  • WESPAC Advisors sold 35,185 JPMorgan US Value Factor ETF shares in Q1 2022, an estimated $1.35M.
  • WESPAC Advisors first reported a position in JPMorgan US Value Factor ETF in Q4 2021 and held it in 1 quarter.
  • WESPAC Advisors's JPMorgan US Value Factor ETF position peaked at $1.35M in Q4 2021.
  • 79 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2022.

Based on WESPAC Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.