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

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 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 35,037 shares of JVAL stock, worth $1.66 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35,037
Previous 33,143 5.71%
Holding current value
$1.66 Million
Previous $1.47 Million 13.58%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$44.14 - $47.9 $83,601 - $90,722
1,894 Added 5.71%
35,037 $1.66 Million
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
153
Shares Held
10.4M
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 Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email