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 $2.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
52,332
Previous 52,308 0.05%
Holding current value
$2.21 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
139
Shares Held
12.2M
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
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