Barnes Wealth Management Group, Inc J P Morgan ETF Tr U S Value Fa Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 8,360 shares of JVAL stock, worth $364,078. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,360
Previous 8,098
3.24%
Holding current value
$364,078
Previous $350 Million
1.02%
% of portfolio
0.22%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
139Shares Held
12.2MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$68.8 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.2MShares$52.1 Million2.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC980KShares$42.7 Million0.02% of portfolio
-
Cwm, LLC849KShares$37 Million0.14% of portfolio
-
Cerity Partners LLC New York, NY544KShares$23.7 Million0.05% of portfolio