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

Avidian Wealth Solutions, LLC

$2.51 Billion
Q3 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 996,183 shares of JVAL stock, worth $47.3 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

996,183

Previous 961,736 3.58%

Holding current value

$47.3 Million

Previous $42.5 Million 11.24%

% of portfolio

1.89%

Previous 1.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$44.14 - $47.9 $1.52 Million - $1.65 Million	34,447 Added 3.58%	996,183 $47.3 Million
Q2 2025 Jul 30, 2025	BUY	$36.14 - $44.23 $15.6 Million - $19.1 Million	431,743 Added 81.46%	961,736 $42.5 Million
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

154

Shares Held

10.4M

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

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