5 T Wealth, LLC J P Morgan ETF Tr U S Value Fa Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

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 21,182 shares of JVAL stock, worth $872,274. This represents 0.5% of its overall portfolio holdings.

Number of Shares

21,182

Holding current value

$872,274

% of portfolio

0.5%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$42.95 - $45.72 $909,766 - $968,441	21,182 New	21,182 $915 Million

Others Institutions Holding JVAL

# of Institutions

131

Shares Held

11.7M

Call Options Held

Put Options Held

Brinker Capital Investments, LLC

1.58M
Shares

$65.1 Million
1.05% of portfolio
Cobblestone Capital Advisors LLC Rochester, NY

1.19M
Shares

$49.1 Million
2.92% of portfolio
Cwm, LLC

860K
Shares

$35.4 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

833K
Shares

$34.3 Million
0.02% of portfolio
Cerity Partners LLC New York, NY

541K
Shares

$22.3 Million
0.05% of portfolio

View Full List

About J P MORGAN ETF TR U S VALUE FA

Ticker JVAL
Sector ETFs
Industry ETFs

More about JVAL

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