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

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

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 7,751 shares of JVAL stock, worth $344,066. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,751

Previous 9,501 18.42%

Holding current value

$344,066

Previous $413,000 19.13%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

125

Shares Held

11.8M

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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

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