Spire Wealth Management J P Morgan ETF Tr U S Value Fa Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Spire Wealth Management holds 5,168 shares of JVAL stock, worth $224,859. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,168

Previous 9,287 44.35%

Holding current value

$224,859

Previous $379,000 40.63%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$39.66 - $43.57 $163,359 - $179,464	-4,119 Reduced 44.35%	5,168 $225,000
Q2 2024 Jul 31, 2024	BUY	$39.18 - $41.6 $23,821 - $25,292	608 Added 7.01%	9,287 $379,000
Q1 2024 Apr 24, 2024	BUY	$37.71 - $41.62 $8,258 - $9,114	219 Added 2.59%	8,679 $361,000
Q4 2023 Feb 06, 2024	BUY	$32.85 - $38.78 $37,449 - $44,209	1,140 Added 15.57%	8,460 $326,000
Q3 2023 Nov 08, 2023	BUY	$34.34 - $37.32 $31,936 - $34,707	930 Added 14.55%	7,320 $253,000
Q2 2023 Aug 09, 2023	BUY	$32.82 - $35.77 $7,351 - $8,012	224 Added 3.63%	6,390 $227,000
Q1 2023 May 09, 2023	BUY	$32.47 - $36.31 $200,210 - $223,887	6,166 New	6,166 $210,000
Q1 2021 May 21, 2021	BUY	$29.43 - $34.5 $198,152 - $232,288	6,733 New	6,733 $231,000

Others Institutions Holding JVAL

# of Institutions

121

Shares Held

11.4M

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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Spire Wealth Management J P Morgan ETF Tr U S Value Fa Transaction History