New Edge Advisors, LLC J P Morgan ETF Tr U S Value Fa Transaction History

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025

A detailed history of New Edge Advisors, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, New Edge Advisors, LLC holds 18,466 shares of JVAL stock, worth $871,595. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,466
Previous 16,039 15.13%
Holding current value
$871,595
Previous $664,000 22.89%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$36.14 - $44.23 $87,711 - $107,346
2,427 Added 15.13%
18,466 $816,000
Q1 2025

May 15, 2025
BUY
$40.87 - $45.28 $99,314 - $110,030
2,430 Added 17.86%
16,039 $664,000
Q4 2024

Feb 13, 2025
BUY
$42.95 - $45.72 $584,506 - $622,203
13,609 New
13,609 $587,000
Q4 2022

Feb 14, 2023
BUY
$30.16 - $35.13 $1,357 - $1,580
45 New
45 $1,000

Others Institutions Holding JVAL

# of Institutions
151
Shares Held
10M
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 New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email