Householder Group Estate & Retirement Specialist, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 22,820 shares of JVAL stock, worth $1.03 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

22,820

Previous 22,283 2.41%

Holding current value

$1.03 Million

Previous $970,000 1.55%

% of portfolio

0.74%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$42.95 - $45.72 $23,064 - $24,551	537 Added 2.41%	22,820 $985,000
Q3 2024 Oct 18, 2024	BUY	$39.66 - $43.57 $5,274 - $5,794	133 Added 0.6%	22,283 $970,000
Q2 2024 Jul 17, 2024	BUY	$39.18 - $41.6 $861 - $915	22 Added 0.1%	22,150 $905,000
Q1 2024 May 03, 2024	BUY	$37.71 - $41.62 $40,462 - $44,658	1,073 Added 5.1%	22,128 $920,000
Q4 2023 Jan 23, 2024	BUY	$32.85 - $38.78 $642,775 - $758,808	19,567 Added 1314.99%	21,055 $812,000
Q3 2023 Oct 10, 2023	BUY	$34.34 - $37.32 $51,097 - $55,532	1,488 New	1,488 $51,000

Others Institutions Holding JVAL

# of Institutions

127

Shares Held

11.9M

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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Householder Group Estate & Retirement Specialist, LLC J P Morgan ETF Tr U S Value Fa Transaction History