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

Perigon Wealth Management, LLC

$4.72 Billion
Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 7,832 shares of JVAL stock, worth $372,098. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,832

Previous 7,262 7.85%

Holding current value

$372,098

Previous $321,000 15.89%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$44.14 - $47.9 $25,159 - $27,303	570 Added 7.85%	7,832 $372,000
Q2 2025 Jul 15, 2025	BUY	$36.14 - $44.23 $3,975 - $4,865	110 Added 1.54%	7,262 $321,000
Q1 2025 Apr 23, 2025	BUY	$40.87 - $45.28 $37,314 - $41,340	913 Added 14.63%	7,152 $296,000
Q4 2024 Jan 22, 2025	SELL	$42.95 - $45.72 $5,583 - $5,943	-130 Reduced 2.04%	6,239 $269,000
Q3 2024 Oct 16, 2024	BUY	$39.66 - $43.57 $22,645 - $24,878	571 Added 9.85%	6,369 $277,000

Q2 2024 Aug 02, 2024	BUY	$39.18 - $41.6 $30,834 - $32,739	787 Added 15.71%	5,798 $236,000
Q1 2024 Apr 29, 2024	BUY	$37.71 - $41.62 $188,964 - $208,557	5,011 New	5,011 $208,000

Others Institutions Holding JVAL

# of Institutions

153

Shares Held

10.4M

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