Avantax Advisory Services, Inc. J P Morgan ETF Tr U S Value Fa Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 6,548 shares of JVAL stock, worth $275,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,548

Previous 7,751 15.52%

Holding current value

$275,998

Previous $334,000 18.86%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$40.87 - $45.28 $49,166 - $54,471	-1,203 Reduced 15.52%	6,548 $271,000
Q4 2024 Feb 07, 2025	SELL	$42.95 - $45.72 $75,162 - $80,010	-1,750 Reduced 18.42%	7,751 $334,000
Q3 2024 Nov 13, 2024	SELL	$39.66 - $43.57 $183,308 - $201,380	-4,622 Reduced 32.73%	9,501 $413,000
Q2 2024 Aug 09, 2024	SELL	$39.18 - $41.6 $128,706 - $136,656	-3,285 Reduced 18.87%	14,123 $577,000
Q1 2024 May 08, 2024	SELL	$37.71 - $41.62 $132,362 - $146,086	-3,510 Reduced 16.78%	17,408 $724,000
Q4 2023 Feb 07, 2024	SELL	$32.85 - $38.78 $216,153 - $255,172	-6,580 Reduced 23.93%	20,918 $807,000
Q3 2023 Nov 07, 2023	SELL	$34.34 - $37.32 $96,770 - $105,167	-2,818 Reduced 9.3%	27,498 $952,000
Q2 2023 Aug 11, 2023	SELL	$32.82 - $35.77 $27,371 - $29,832	-834 Reduced 2.68%	30,316 $1.08 Million
Q1 2023 Apr 28, 2023	SELL	$32.47 - $36.31 $173,974 - $194,548	-5,358 Reduced 14.68%	31,150 $1.06 Million
Q4 2022 Feb 13, 2023	SELL	$30.16 - $35.13 $191,274 - $222,794	-6,342 Reduced 14.8%	36,508 $1.21 Million
Q3 2022 Nov 01, 2022	BUY	$29.78 - $35.87 $27,397 - $33,000	920 Added 2.19%	42,850 $1.28 Million
Q2 2022 Aug 02, 2022	BUY	$31.36 - $37.18 $68,051 - $80,680	2,170 Added 5.46%	41,930 $1.35 Million
Q1 2022 Apr 27, 2022	BUY	$35.16 - $38.97 $1.4 Million - $1.55 Million	39,760 New	39,760 $1.47 Million

Others Institutions Holding JVAL

# of Institutions

139

Shares Held

12.2M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S VALUE FA

Ticker JVAL
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Avantax Advisory Services, Inc. J P Morgan ETF Tr U S Value Fa Transaction History