5 T Wealth, LLC J P Morgan ETF Tr U S Value Fa Transaction History
5 T Wealth, LLC
- $229 Billion
- Q3 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 31,112 shares of JVAL stock, worth $1.47 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
31,112
              Previous 25,616
              
        
           21.46%
        
      
          
        Holding current value
$1.47 Million
            Previous $1.13 Billion
            
        
           30.44%
        
      
          
        % of portfolio
0.64%
            Previous 0.54%
          
        Shares
	  4 transactions
	
  Others Institutions Holding JVAL
# of Institutions
151Shares Held
10MCall Options Held
0Put Options Held
0- 
    
      Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$56.2 Million2.81% of portfolio
- 
    
      Avidian Wealth Solutions, LLC996KShares$47 Million1.89% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC994KShares$46.9 Million0.02% of portfolio
- 
    
      Cwm, LLC787KShares$37.1 Million0.11% of portfolio
- 
    
      Cerity Partners LLC New York, NY534KShares$25.2 Million0.04% of portfolio