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 $904,413. This represents 0.51% of its overall portfolio holdings.
Number of Shares
22,764
Previous 21,182
7.47%
Holding current value
$904,413
Previous $915 Million
3.04%
% of portfolio
0.51%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
128Shares Held
11.5MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$62.8 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$47.3 Million2.92% of portfolio
-
Cwm, LLC860KShares$34.2 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$33.1 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY541KShares$21.5 Million0.05% of portfolio