Berger Financial Group, Inc J P Morgan ETF Tr U S Value Fa Transaction History

Berger Financial Group, Inc

  • $1.36 Billion
  • Q3 2025

A detailed history of Berger Financial Group, Inc transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Berger Financial Group, Inc holds 4,278 shares of JVAL stock, worth $203,247. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,278
Previous 4,542 5.81%
Holding current value
$203,247
Previous $200,000 1.5%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$44.14 - $47.9 $11,652 - $12,645
-264 Reduced 5.81%
4,278 $203,000
Q2 2025

Jul 22, 2025
SELL
$36.14 - $44.23 $16,877 - $20,655
-467 Reduced 9.32%
4,542 $200,000
Q1 2025

May 12, 2025
SELL
$40.87 - $45.28 $15,489 - $17,161
-379 Reduced 7.03%
5,009 $207,000
Q4 2024

Feb 14, 2025
BUY
$42.95 - $45.72 $231,414 - $246,339
5,388 New
5,388 $232,000

Others Institutions Holding JVAL

# of Institutions
153
Shares Held
10.4M
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 Berger Financial Group, Inc Portfolio

Follow Berger Financial Group, 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 Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email