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 $347,787. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,751
Previous 9,501 18.42%
Holding current value
$347,787
Previous $413,000 19.13%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
131
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN ETF TR U S VALUE FA

JVAL Quotes by TradingView
  • Ticker JVAL
  • Sector ETFs
  • Industry ETFs
More about JVAL
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email