5 T Wealth, LLC J P Morgan ETF Tr U S Value Fa Transaction History
5 T Wealth, LLC
- $187 Billion
- Q1 2025
A detailed history of 5 T Wealth, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, 5 T Wealth, LLC holds 22,764 shares of JVAL stock, worth $1.03 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
22,764
Previous 21,182
7.47%
Holding current value
$1.03 Million
Previous $915 Million
3.04%
% of portfolio
0.51%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
145Shares Held
12.6MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$71.3 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.2MShares$54 Million2.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC980KShares$44.2 Million0.02% of portfolio
-
Avidian Wealth Solutions, LLC962KShares$43.4 Million1.79% of portfolio
-
Cwm, LLC854KShares$38.5 Million0.13% of portfolio