Perigon Wealth Management, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,239 shares of JVAL stock, worth $261,726. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,239
Previous 6,369 2.04%
Holding current value
$261,726
Previous $277,000 2.89%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$42.95 - $45.72 $5,583 - $5,943
-130 Reduced 2.04%
6,239 $269,000
Q3 2024

Oct 16, 2024
BUY
$39.66 - $43.57 $22,645 - $24,878
571 Added 9.85%
6,369 $277,000
Q2 2024

Aug 02, 2024
BUY
$39.18 - $41.6 $30,834 - $32,739
787 Added 15.71%
5,798 $236,000
Q1 2024

Apr 29, 2024
BUY
$37.71 - $41.62 $188,964 - $208,557
5,011 New
5,011 $208,000

Others Institutions Holding JVAL

# of Institutions
131
Shares Held
11.7M
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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