Heritage Wealth Architects, Inc. J P Morgan ETF Tr U S Value Fa Transaction History

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025

A detailed history of Heritage Wealth Architects, Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 41,258 shares of JVAL stock, worth $1.95 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
41,258
Previous 42,024 1.82%
Holding current value
$1.95 Million
Previous $1.86 Billion 5.44%
% of portfolio
1.21%
Previous 1.37%

Shares

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

Oct 02, 2025
SELL
$44.14 - $47.9 $33,811 - $36,691
-766 Reduced 1.82%
41,258 $1.96 Billion
Q2 2025

Jul 09, 2025
SELL
$36.14 - $44.23 $10,661 - $13,047
-295 Reduced 0.7%
42,024 $1.86 Billion
Q1 2025

May 15, 2025
BUY
$40.87 - $45.28 $1.73 Million - $1.92 Million
42,319 New
42,319 $1.75 Billion

Others Institutions Holding JVAL

# of Institutions
150
Shares Held
9.99M
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
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More about JVAL
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