Ep Wealth Advisors, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 52,332 shares of JVAL stock, worth $2.39 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
52,332
Previous 52,308 0.05%
Holding current value
$2.39 Million
Previous $2.26 Million 4.07%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 15, 2025
BUY
$40.87 - $45.28 $980 - $1,086
24 Added 0.05%
52,332 $2.17 Million
Q4 2024

Feb 13, 2025
SELL
$42.95 - $45.72 $70,867 - $75,438
-1,650 Reduced 3.06%
52,308 $2.26 Million
Q3 2024

Nov 14, 2024
BUY
$39.66 - $43.57 $2.14 Million - $2.35 Million
53,958 New
53,958 $2.35 Million

Others Institutions Holding JVAL

# of Institutions
144
Shares Held
12.3M
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 Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, 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 Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email