5 T Wealth, LLC J P Morgan ETF Tr U S Value Fa Transaction History

5 T Wealth, LLC

$229 Billion
Q3 2025

A detailed history of 5 T Wealth, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, 5 T Wealth, LLC holds 31,112 shares of JVAL stock, worth $1.47 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

31,112

Previous 25,616 21.46%

Holding current value

$1.47 Million

Previous $1.13 Billion 30.44%

% of portfolio

0.64%

Previous 0.54%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$44.14 - $47.9 $242,593 - $263,258	5,496 Added 21.46%	31,112 $1.48 Billion
Q2 2025 Aug 05, 2025	BUY	$36.14 - $44.23 $103,071 - $126,143	2,852 Added 12.53%	25,616 $1.13 Billion
Q1 2025 Apr 22, 2025	BUY	$40.87 - $45.28 $64,656 - $71,632	1,582 Added 7.47%	22,764 $943 Million
Q4 2024 Jan 31, 2025	BUY	$42.95 - $45.72 $909,766 - $968,441	21,182 New	21,182 $915 Million

Others Institutions Holding JVAL

# of Institutions

150

Shares Held

9.99M

Call Options Held

Put Options Held

View Full List

About J P MORGAN ETF TR U S VALUE FA

Ticker JVAL
Sector ETFs
Industry ETFs

More about JVAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 5 T Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 5 T Wealth, LLC with notifications on news.

Account