Number of Shares
438,131.00
Current Holdings Value*
$18.15 Mil
% of Portfolio
5.53%
Total Estimate Gain
$1.25 Mil
% of Total Estimate Gain
6.70%

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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