Adviser Investments LLC J P Morgan ETF Tr U S Value Fa Transaction History
Adviser Investments LLC
- $7.85 Billion
- Q2 2025
A detailed history of Adviser Investments LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Adviser Investments LLC holds 8,522 shares of JVAL stock, worth $382,296. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,522
Previous 8,578
0.65%
Holding current value
$382,296
Previous $355,000
5.92%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding JVAL
# of Institutions
145Shares Held
11MCall Options Held
0Put Options Held
0-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$53.4 Million2.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC994KShares$44.6 Million0.02% of portfolio
-
Avidian Wealth Solutions, LLC962KShares$43.1 Million1.79% of portfolio
-
Cwm, LLC854KShares$38.3 Million0.13% of portfolio
-
Cerity Partners LLC New York, NY552KShares$24.7 Million0.04% of portfolio