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

Spire Wealth Management

$2.7 Billion
Q2 2025

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 4,966 shares of JVAL stock, worth $234,395. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,966

Previous 5,028 1.23%

Holding current value

$234,395

Previous $208,000 5.29%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$36.14 - $44.23 $2,240 - $2,742	-62 Reduced 1.23%	4,966 $219,000
Q1 2025 Apr 23, 2025	SELL	$40.87 - $45.28 $30,121 - $33,371	-737 Reduced 12.78%	5,028 $208,000
Q4 2024 Jan 24, 2025	BUY	$42.95 - $45.72 $25,641 - $27,294	597 Added 11.55%	5,765 $249,000
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

150

Shares Held

10M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S VALUE FA

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