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

Svb Wealth LLC

$2.41 Billion
Q1 2025

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 48,516 shares of JVAL stock, worth $2.2 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

48,516

Previous 90,092 46.15%

Holding current value

$2.2 Million

Previous $3.89 Million 48.37%

% of portfolio

0.08%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$40.87 - $45.28 $1.7 Million - $1.88 Million	-41,576 Reduced 46.15%	48,516 $2.01 Million
Q4 2024 Feb 05, 2025	BUY	$42.95 - $45.72 $3.64 Million - $3.87 Million	84,681 Added 1564.98%	90,092 $3.89 Million
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

142

Shares Held

12.2M

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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