Ae Wealth Management LLC J P Morgan ETF Tr U S Value Fa Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Ae Wealth Management LLC holds 456 shares of JVAL stock, worth $18,240. This represents 0.0% of its overall portfolio holdings.

Number of Shares

456

Holding current value

$18,240

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$40.87 - $45.28 $18,636 - $20,647	456 New	456 $18,000

Others Institutions Holding JVAL

# of Institutions

128

Shares Held

11.7M

Call Options Held

Put Options Held

Brinker Capital Investments, LLC

1.58M
Shares

$63.2 Million
1.05% of portfolio
Cobblestone Capital Advisors LLC Rochester, NY

1.19M
Shares

$47.7 Million
2.92% of portfolio
Lpl Financial LLC Fort Mill, SC

980K
Shares

$39.2 Million
0.02% of portfolio
Cwm, LLC

849K
Shares

$34 Million
0.14% of portfolio
Cerity Partners LLC New York, NY

544K
Shares

$21.8 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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Ae Wealth Management LLC J P Morgan ETF Tr U S Value Fa Transaction History