Avidian Wealth Solutions, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 529,993 shares of JVAL stock, worth $23.8 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
529,993
Previous 366,671 44.54%
Holding current value
$23.8 Million
Previous $15.8 Million 38.59%
% of portfolio
1.01%
Previous 0.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$40.87 - $45.28 $6.67 Million - $7.4 Million
163,322 Added 44.54%
529,993 $22 Million
Q4 2024

Jan 29, 2025
BUY
$42.95 - $45.72 $433,322 - $461,269
10,089 Added 2.83%
366,671 $15.8 Million
Q3 2024

Oct 30, 2024
BUY
$39.66 - $43.57 $508,560 - $558,698
12,823 Added 3.73%
356,582 $15.5 Million
Q2 2024

Aug 06, 2024
BUY
$39.18 - $41.6 $13.5 Million - $14.3 Million
343,759 New
343,759 $14 Million

Others Institutions Holding JVAL

# of Institutions
140
Shares Held
12.2M
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
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