Goodman Advisory Group, LLC JVAL Holdings History
Goodman Advisory Group, LLC's JPMorgan U.S. Value Factor ETF Holding Summary
As of 2025-03-31, Goodman Advisory Group, LLC held 438,131.00 shares of JPMorgan U.S. Value Factor ETF(JVAL), totaling $18.15 Mil. This investment constitutes 5.53% of their stock portfolio, and Goodman Advisory Group, LLC now holds 3.48% of the outstanding JPMorgan U.S. Value Factor ETF(JVAL) stock.
The initial trade took place in 2022Q2. And since then Goodman Advisory Group, LLC has made 4 purchases of JVAL, at an average price of $42.01, for a total of 443,369.00 shares. In addition, there have been 1 sales at an average price of $33.28 for 5,238.00 shares. Based on historical transaction data and JVAL's current price of $44.96, Goodman Advisory Group, LLC's estimated gain on his JVAL holdings is $1.25 Mil, reflecting a 6.70% gain to date.
Goodman Advisory Group, LLC JVAL ($44.96) Holding Chart
Goodman Advisory Group, LLC JVAL ($44.96) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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