Wealth Enhancement Advisory Services, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 33,143 shares of JVAL stock, worth $1.56 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33,143
Previous 30,485 8.72%
Holding current value
$1.56 Million
Previous $1.26 Million 16.09%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$36.14 - $44.23 $96,060 - $117,563
2,658 Added 8.72%
33,143 $1.47 Million
Q1 2025

Apr 16, 2025
BUY
$40.87 - $45.28 $118,400 - $131,176
2,897 Added 10.5%
30,485 $1.26 Million
Q4 2024

Mar 17, 2025
BUY
$42.95 - $45.72 $19,112 - $20,345
445 Added 1.64%
27,588 $1.19 Million
Q3 2024

Oct 23, 2024
SELL
$39.66 - $43.57 $2,379 - $2,614
-60 Reduced 0.22%
27,143 $1.18 Million
Q2 2024

Jul 16, 2024
BUY
$39.18 - $41.6 $78 - $83
2 Added 0.01%
27,203 $1.11 Million
Q1 2024

Apr 15, 2024
SELL
$37.71 - $41.62 $49,173 - $54,272
-1,304 Reduced 4.57%
27,201 $1.13 Million
Q4 2023

Jan 30, 2024
BUY
$32.85 - $38.78 $65 - $77
2 Added 0.01%
28,505 $1.1 Million
Q3 2023

Nov 13, 2023
BUY
$34.34 - $37.32 $564,824 - $613,839
16,448 Added 136.44%
28,503 $987,000
Q2 2023

Jul 21, 2023
SELL
$32.82 - $35.77 $5,809 - $6,331
-177 Reduced 1.45%
12,055 $430,000
Q1 2023

Apr 25, 2023
SELL
$32.47 - $36.31 $545,950 - $610,516
-16,814 Reduced 57.89%
12,232 $416,000
Q4 2022

Feb 01, 2023
SELL
$30.16 - $35.13 $924,072 - $1.08 Million
-30,639 Reduced 51.33%
29,046 $962,000
Q3 2022

Oct 17, 2022
SELL
$29.78 - $35.87 $349,110 - $420,504
-11,723 Reduced 16.42%
59,685 $1.82 Million
Q2 2022

Jul 18, 2022
SELL
$31.36 - $37.18 $84,452 - $100,125
-2,693 Reduced 3.63%
71,408 $2.34 Million
Q1 2022

Apr 18, 2022
SELL
$35.16 - $38.97 $73,976 - $81,992
-2,104 Reduced 2.76%
74,101 $2.75 Million
Q4 2021

Feb 08, 2022
SELL
$35.72 - $38.56 $32,040 - $34,588
-897 Reduced 1.16%
76,205 $2.84 Million
Q3 2021

Nov 03, 2021
BUY
$35.01 - $37.34 $224,484 - $239,424
6,412 Added 9.07%
77,102 $2.87 Million
Q2 2021

Aug 10, 2021
BUY
$34.74 - $36.84 $56,035 - $59,422
1,613 Added 2.34%
70,690 $2.55 Million
Q1 2021

May 12, 2021
BUY
$29.43 - $34.5 $2.03 Million - $2.38 Million
69,077 New
69,077 $2.42 Million

Others Institutions Holding JVAL

# of Institutions
150
Shares Held
9.98M
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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