Lee Financial Group Hawaii, Inc. J P Morgan ETF Tr U S Value Fa Transaction History

Lee Financial Group Hawaii, Inc.

$128 Million
Q1 2024

A detailed history of Lee Financial Group Hawaii, Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Lee Financial Group Hawaii, Inc. holds 143,957 shares of JVAL stock, worth $6.25 Million. This represents 4.69% of its overall portfolio holdings.

Number of Shares

143,957

Previous 144,090 0.09%

Holding current value

$6.25 Million

Previous $5.56 Million 7.79%

% of portfolio

4.69%

Previous 4.73%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$37.71 - $41.62 $5,015 - $5,535	-133 Reduced 0.09%	143,957 $5.99 Million
Q4 2023 Jan 23, 2024	SELL	$32.85 - $38.78 $13,205 - $15,589	-402 Reduced 0.28%	144,090 $5.56 Million
Q3 2023 Oct 18, 2023	BUY	$34.34 - $37.32 $212,598 - $231,048	6,191 Added 4.48%	144,492 $5.01 Million
Q2 2023 Aug 02, 2023	BUY	$32.82 - $35.77 $21,595 - $23,536	658 Added 0.48%	138,301 $4.93 Million
Q1 2023 May 04, 2023	BUY	$32.47 - $36.31 $4.47 Million - $5 Million	137,643 New	137,643 $4.69 Million

Others Institutions Holding JVAL

# of Institutions

121

Shares Held

11.4M

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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Lee Financial Group Hawaii, Inc. J P Morgan ETF Tr U S Value Fa Transaction History