Avaii Wealth Management, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Avaii Wealth Management, LLC

  • $232 Million
  • Q4 2025

A detailed history of Avaii Wealth Management, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 4,318 shares of JVAL stock, worth $205,148. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,318
Previous 4,455 3.08%
Holding current value
$205,148
Previous $211,000 2.84%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$46.21 - $48.94 $6,330 - $6,704
-137 Reduced 3.08%
4,318 $205,000
Q3 2025

Oct 20, 2025
BUY
$44.14 - $47.9 $196,643 - $213,394
4,455 New
4,455 $211,000
Q3 2024

Oct 16, 2024
SELL
$39.66 - $43.57 $17,529 - $19,257
-442 Reduced 8.68%
4,650 $202,000
Q2 2024

Jul 31, 2024
SELL
$39.18 - $41.6 $10,774 - $11,440
-275 Reduced 5.12%
5,092 $208,000
Q1 2024

Apr 29, 2024
SELL
$37.71 - $41.62 $2,639 - $2,913
-70 Reduced 1.29%
5,367 $223,000
Q4 2023

Feb 05, 2024
BUY
$32.85 - $38.78 $178,605 - $210,846
5,437 New
5,437 $209,000

Others Institutions Holding JVAL

# of Institutions
154
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 Avaii Wealth Management, LLC Portfolio

Follow Avaii Wealth Management, 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 Avaii Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avaii Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email