Summit Wealth & Retirement Planning, Inc. J P Morgan ETF Tr U S Value Fa Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $389 Million
  • Q3 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 4,580 shares of JVAL stock, worth $217,595. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,580
Previous 4,580 -0.0%
Holding current value
$217,595
Previous $202,000 7.43%
% of portfolio
0.06%
Previous 0.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$36.14 - $44.23 $165,521 - $202,573
4,580 New
4,580 $202,000

Others Institutions Holding JVAL

# of Institutions
153
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
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