Envestnet Portfolio Solutions, Inc. J P Morgan ETF Tr U S Value Fa Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 54,957 shares of JVAL stock, worth $2.29 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

54,957

Previous 56,419 2.59%

Holding current value

$2.29 Million

Previous $2.44 Million 6.61%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$40.87 - $45.28 $59,751 - $66,199	-1,462 Reduced 2.59%	54,957 $2.28 Million
Q4 2024 Feb 10, 2025	SELL	$42.95 - $45.72 $2.35 Million - $2.5 Million	-54,691 Reduced 49.22%	56,419 $2.44 Million
Q3 2024 Oct 31, 2024	SELL	$39.66 - $43.57 $179 Million - $197 Million	-4,510,350 Reduced 97.6%	111,110 $4.84 Million
Q2 2024 Jul 16, 2024	BUY	$39.18 - $41.6 $1.87 Million - $1.98 Million	47,671 Added 1.04%	4,621,460 $189 Million
Q1 2024 May 06, 2024	SELL	$37.71 - $41.62 $86.6 Million - $95.6 Million	-2,296,753 Reduced 33.43%	4,573,789 $190 Million
Q4 2023 Feb 07, 2024	BUY	$32.85 - $38.78 $36.6 Million - $43.2 Million	1,113,094 Added 19.33%	6,870,542 $265 Million
Q3 2023 Nov 13, 2023	BUY	$34.34 - $37.32 $198 Million - $215 Million	5,757,448 New	5,757,448 $199 Million

Others Institutions Holding JVAL

# of Institutions

138

Shares Held

12.2M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S VALUE FA

Ticker JVAL
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Envestnet Portfolio Solutions, Inc. J P Morgan ETF Tr U S Value Fa Transaction History