Mainsail Financial Group, LLC JVAL Holdings History
Mainsail Financial Group, LLC's JPMorgan U.S. Value Factor ETF Holding Summary
As of 2025-06-30, Mainsail Financial Group, LLC held 366,260.00 shares of JPMorgan U.S. Value Factor ETF(JVAL), totaling $16.32 Mil. This investment constitutes 7.6% of their stock portfolio, and Mainsail Financial Group, LLC now holds 3.13% of the outstanding JPMorgan U.S. Value Factor ETF(JVAL) stock.
The initial trade took place in 2022Q4. And since then Mainsail Financial Group, LLC has made 8 purchases of JVAL, at an average price of $37.76, for a total of 367,704.00 shares. In addition, there have been 2 sales at an average price of $34.01 for 1,444.00 shares. Based on historical transaction data and JVAL's current price of $44.96, Mainsail Financial Group, LLC's estimated gain on his JVAL holdings is $2.63 Mil, reflecting a 18.96% gain to date.
Mainsail Financial Group, LLC JVAL ($44.96) Holding Chart
Mainsail Financial 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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