Heritage Wealth Architects, Inc. J P Morgan ETF Tr U S Value Fa Transaction History

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025

A detailed history of Heritage Wealth Architects, Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 41,258 shares of JVAL stock, worth $1.96 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
41,258
Previous 42,024 1.82%
Holding current value
$1.96 Million
Previous $1.86 Billion 5.44%
% of portfolio
1.21%
Previous 1.37%

Shares

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

Oct 02, 2025
SELL
$44.14 - $47.9 $33,811 - $36,691
-766 Reduced 1.82%
41,258 $1.96 Billion
Q2 2025

Jul 09, 2025
SELL
$36.14 - $44.23 $10,661 - $13,047
-295 Reduced 0.7%
42,024 $1.86 Billion
Q1 2025

May 15, 2025
BUY
$40.87 - $45.28 $1.73 Million - $1.92 Million
42,319 New
42,319 $1.75 Billion

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 Heritage Wealth Architects, Inc. Portfolio

Follow Heritage Wealth Architects, Inc. 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 Heritage Wealth Architects, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Architects, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email