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 $6.65 Million. This represents 4.69% of its overall portfolio holdings.

Number of Shares
143,957
Previous 144,090 0.09%
Holding current value
$6.65 Million
Previous $5.56 Million 7.79%
% of portfolio
4.69%
Previous 4.73%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
149
Shares Held
10.1M
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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