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

Wealthspire Advisors, LLC

$17.6 Billion
Q2 2025

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 8,884 shares of JVAL stock, worth $398,536. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,884

Previous 9,767 9.04%

Holding current value

$398,536

Previous $404,000 2.97%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$36.14 - $44.23 $31,911 - $39,055	-883 Reduced 9.04%	8,884 $392,000
Q1 2025 May 09, 2025	SELL	$40.87 - $45.28 $148,766 - $164,819	-3,640 Reduced 27.15%	9,767 $404,000
Q4 2024 Feb 03, 2025	SELL	$42.95 - $45.72 $101,791 - $108,356	-2,370 Reduced 15.02%	13,407 $579,000
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

145

Shares Held

11M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S VALUE FA

Ticker JVAL
Sector ETFs
Industry ETFs

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