Wealthspire Advisors, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 15,777 shares of JVAL stock, worth $713,751. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,777
Previous 15,817 0.25%
Holding current value
$713,751
Previous $646,000 6.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
SELL
$39.66 - $43.57 $1,586 - $1,742
-40 Reduced 0.25%
15,777 $687,000
Q2 2024

Aug 08, 2024
SELL
$39.18 - $41.6 $289,932 - $307,840
-7,400 Reduced 31.87%
15,817 $646,000
Q1 2024

May 06, 2024
SELL
$37.71 - $41.62 $119,578 - $131,977
-3,171 Reduced 12.02%
23,217 $966,000
Q4 2023

Feb 06, 2024
BUY
$32.85 - $38.78 $866,845 - $1.02 Million
26,388 New
26,388 $1.02 Million

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
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