Adviser Investments LLC J P Morgan ETF Tr U S Value Fa Transaction History
Adviser Investments LLC
- $7.54 Billion
- Q2 2024
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 12,431 shares of JVAL stock, worth $536,273. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,431
Previous 15,925
21.94%
Holding current value
$536,273
Previous $662,000
23.26%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
21.3MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.62MShares$199 Million0.72% of portfolio
-
First Citizens Bank & Trust CO4.47MShares$193 Million2.9% of portfolio
-
Brinker Capital Investments, LLC1.58MShares$68.2 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.17MShares$50.4 Million2.98% of portfolio
-
Orion Portfolio Solutions, LLC1.01MShares$43.5 Million0.46% of portfolio