A detailed history of Catalyst Wealth Management, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 12,927 shares of JVAL stock, worth $561,807. This represents 0.41% of its overall portfolio holdings.

Number of Shares
12,927
Previous 15,064 14.19%
Holding current value
$561,807
Previous $499 Million 11.8%
% of portfolio
0.41%
Previous 0.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 11, 2023

SELL
$32.47 - $36.31 $69,388 - $77,594
-2,137 Reduced 14.19%
12,927 $440 Million
Q4 2022

Jan 26, 2023

BUY
$30.16 - $35.13 $454,330 - $529,198
15,064 New
15,064 $499 Million

Others Institutions Holding JVAL

About J P MORGAN ETF TR U S VALUE FA


  • Ticker JVAL
  • Sector ETFs
  • Industry ETFs
More about JVAL
Track This Portfolio

Track Catalyst Wealth Management, LLC Portfolio

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

News

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