Lpl Financial LLC J P Morgan ETF Tr U S Value Fa Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

A detailed history of Lpl Financial LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Lpl Financial LLC holds 994,237 shares of JVAL stock, worth $44.6 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
994,237
Previous 980,313 1.42%
Holding current value
$44.6 Million
Previous $40.6 Million 8.3%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$36.14 - $44.23 $503,213 - $615,858
13,924 Added 1.42%
994,237 $44 Million
Q1 2025

May 07, 2025
BUY
$40.87 - $45.28 $6.03 Million - $6.68 Million
147,494 Added 17.71%
980,313 $40.6 Million
Q4 2024

Feb 11, 2025
BUY
$42.95 - $45.72 $1.14 Million - $1.21 Million
26,431 Added 3.28%
832,819 $36 Million
Q3 2024

Nov 08, 2024
SELL
$39.66 - $43.57 $1.92 Million - $2.11 Million
-48,375 Reduced 5.66%
806,388 $35.1 Million
Q2 2024

Aug 07, 2024
BUY
$39.18 - $41.6 $83,257 - $88,400
2,125 Added 0.25%
854,763 $34.9 Million
Q1 2024

May 10, 2024
BUY
$37.71 - $41.62 $2.83 Million - $3.12 Million
75,020 Added 9.65%
852,638 $35.5 Million
Q4 2023

Feb 14, 2024
BUY
$32.85 - $38.78 $9.29 Million - $11 Million
282,869 Added 57.17%
777,618 $30 Million
Q3 2023

Nov 13, 2023
BUY
$34.34 - $37.32 $841,639 - $914,675
24,509 Added 5.21%
494,749 $17.1 Million
Q2 2023

Jul 31, 2023
SELL
$32.82 - $35.77 $4.14 Million - $4.52 Million
-126,230 Reduced 21.16%
470,240 $16.8 Million
Q1 2023

May 10, 2023
BUY
$32.47 - $36.31 $110,949 - $124,071
3,417 Added 0.58%
596,470 $20.3 Million
Q4 2022

Feb 07, 2023
SELL
$30.16 - $35.13 $674,317 - $785,436
-22,358 Reduced 3.63%
593,053 $19.7 Million
Q3 2022

Nov 14, 2022
BUY
$29.78 - $35.87 $3.87 Million - $4.66 Million
129,963 Added 26.77%
615,411 $18.3 Million
Q2 2022

Aug 12, 2022
SELL
$31.36 - $37.18 $44,970 - $53,316
-1,434 Reduced 0.29%
485,448 $15.6 Million
Q1 2022

May 16, 2022
BUY
$35.16 - $38.97 $3.17 Million - $3.52 Million
90,203 Added 22.74%
486,882 $18 Million
Q4 2021

Feb 14, 2022
BUY
$35.72 - $38.56 $4.1 Million - $4.43 Million
114,799 Added 40.73%
396,679 $15.2 Million
Q3 2021

Nov 15, 2021
BUY
$35.01 - $37.34 $3.13 Million - $3.34 Million
89,487 Added 46.51%
281,880 $10 Million
Q2 2021

Aug 13, 2021
BUY
$34.74 - $36.84 $6.31 Million - $6.69 Million
181,560 Added 1675.99%
192,393 $6.97 Million
Q1 2021

May 14, 2021
BUY
$29.43 - $34.5 $318,815 - $373,738
10,833 New
10,833 $372,000
Q1 2020

May 14, 2020
SELL
$17.57 - $29.49 $931,350 - $1.56 Million
-53,008 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$25.71 - $29.26 $134,643 - $153,234
5,237 Added 10.96%
53,008 $1.54 Million
Q3 2019

Nov 13, 2019
BUY
$25.0 - $27.33 $1.19 Million - $1.31 Million
47,771 New
47,771 $1.28 Million

Others Institutions Holding JVAL

# of Institutions
147
Shares Held
10.2M
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email