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

Spire Wealth Management

  • $3.02 Billion
  • Q1 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 5,028 shares of JVAL stock, worth $211,930. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,028
Previous 5,765 12.78%
Holding current value
$211,930
Previous $249,000 16.47%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
139
Shares Held
12.2M
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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