A detailed history of Northwest Financial Advisors transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Northwest Financial Advisors holds 10,029 shares of JVAL stock, worth $476,477. This represents 0.61% of its overall portfolio holdings.

Number of Shares
10,029
Previous 7,990 25.52%
Holding current value
$476,477
Previous $353 Million 34.81%
% of portfolio
0.61%
Previous 0.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

BUY
$44.14 - $47.9 $90,001 - $97,668
2,039 Added 25.52%
10,029 $476 Million
Q2 2025

Aug 04, 2025

SELL
$36.14 - $44.23 $109,395 - $133,884
-3,027 Reduced 27.48%
7,990 $353 Million
Q1 2025

Apr 11, 2025

BUY
$40.87 - $45.28 $450,264 - $498,849
11,017 New
11,017 $456 Million

Others Institutions Holding JVAL

About J P MORGAN ETF TR U S VALUE FA


  • Ticker JVAL
  • Sector ETFs
  • Industry ETFs
More about JVAL
Track This Portfolio

Track Northwest Financial Advisors Portfolio

Follow Northwest Financial Advisors 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 Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.