Svb Wealth LLC J P Morgan ETF Tr U S Value Fa Transaction History

Svb Wealth LLC

  • $117 Million
  • Q3 2024

A detailed history of Svb Wealth LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Svb Wealth LLC holds 5,411 shares of JVAL stock, worth $236,514. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,411
Previous 312,051 98.27%
Holding current value
$236,514
Previous $12.8 Million 98.16%
% of portfolio
0.2%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$39.66 - $43.57 $12.2 Million - $13.4 Million
-306,640 Reduced 98.27%
5,411 $235,000
Q2 2024

Aug 06, 2024
SELL
$39.18 - $41.6 $883,587 - $938,163
-22,552 Reduced 6.74%
312,051 $12.8 Million
Q1 2024

May 15, 2024
BUY
$37.71 - $41.62 $3.62 Million - $3.99 Million
95,932 Added 40.19%
334,603 $13.9 Million
Q4 2023

Jan 30, 2024
BUY
$32.85 - $38.78 $7.32 Million - $8.64 Million
222,679 Added 1392.44%
238,671 $9.21 Million
Q3 2023

Oct 23, 2023
BUY
$34.34 - $37.32 $549,165 - $596,821
15,992 New
15,992 $553,000

Others Institutions Holding JVAL

# of Institutions
121
Shares Held
11.4M
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
Track This Portfolio

Track Svb Wealth LLC Portfolio

Follow Svb Wealth LLC 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 Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email