Capital Analysts, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025

A detailed history of Capital Analysts, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Capital Analysts, LLC holds 949 shares of JVAL stock, worth $42,818. This represents 0.0% of its overall portfolio holdings.

Number of Shares
949
Previous 272 248.9%
Holding current value
$42,818
Previous $12,000 225.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
BUY
$40.87 - $45.28 $27,668 - $30,654
677 Added 248.9%
949 $39,000
Q4 2024

Feb 14, 2025
BUY
$42.95 - $45.72 $42 - $45
1 Added 0.37%
272 $12,000
Q2 2024

Aug 14, 2024
SELL
$39.18 - $41.6 $170,942 - $181,500
-4,363 Reduced 94.15%
271 $11,000
Q1 2024

May 14, 2024
SELL
$37.71 - $41.62 $19.5 Million - $21.5 Million
-516,754 Reduced 99.11%
4,634 $193,000
Q4 2023

Jan 30, 2024
BUY
$32.85 - $38.78 $157,088 - $185,445
4,782 Added 0.93%
521,388 $20.1 Million
Q3 2023

Nov 13, 2023
BUY
$34.34 - $37.32 $157,757 - $171,448
4,594 Added 0.9%
516,606 $17.9 Million
Q2 2023

Aug 11, 2023
BUY
$32.82 - $35.77 $377,134 - $411,033
11,491 Added 2.3%
512,012 $18.3 Million
Q1 2023

May 05, 2023
BUY
$32.47 - $36.31 $1.19 Million - $1.33 Million
36,715 Added 7.92%
500,521 $17 Million
Q4 2022

Feb 08, 2023
BUY
$30.16 - $35.13 $41,198 - $47,987
1,366 Added 0.3%
463,806 $15.4 Million
Q3 2022

Nov 14, 2022
BUY
$29.78 - $35.87 $434,162 - $522,948
14,579 Added 3.26%
462,440 $13.8 Million
Q2 2022

Aug 12, 2022
BUY
$31.36 - $37.18 $338,217 - $400,986
10,785 Added 2.47%
447,861 $14.4 Million
Q1 2022

May 12, 2022
BUY
$35.16 - $38.97 $15.4 Million - $17 Million
437,076 New
437,076 $16.2 Million

Others Institutions Holding JVAL

# of Institutions
145
Shares Held
12.6M
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 Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC 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 Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email