Mn Wealth Advisors, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Mn Wealth Advisors, LLC

$170 Billion
Q1 2025

A detailed history of Mn Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 11,647 shares of JVAL stock, worth $525,512. This represents 0.28% of its overall portfolio holdings.

Number of Shares

11,647

Previous 12,009 3.01%

Holding current value

$525,512

Previous $519 Million 7.01%

% of portfolio

0.28%

Previous 0.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	SELL	$40.87 - $45.28 $14,794 - $16,391	-362 Reduced 3.01%	11,647 $482 Million
Q4 2024 Jan 30, 2025	BUY	$42.95 - $45.72 $9,363 - $9,966	218 Added 1.85%	12,009 $519 Million
Q3 2024 Oct 15, 2024	SELL	$39.66 - $43.57 $12,532 - $13,768	-316 Reduced 2.61%	11,791 $514 Million
Q2 2024 Jul 23, 2024	BUY	$39.18 - $41.6 $5,759 - $6,115	147 Added 1.23%	12,107 $495 Million
Q1 2024 Apr 30, 2024	SELL	$37.71 - $41.62 $8,711 - $9,614	-231 Reduced 1.89%	11,960 $498 Million
Q4 2023 Feb 12, 2024	BUY	$32.85 - $38.78 $400,474 - $472,766	12,191 New	12,191 $470 Million

Others Institutions Holding JVAL

# of Institutions

145

Shares Held

12.6M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S VALUE FA

Ticker JVAL
Sector ETFs
Industry ETFs

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Mn Wealth Advisors, LLC J P Morgan ETF Tr U S Value Fa Transaction History