American Trust J P Morgan ETF Tr U S Value Fa Transaction History

American Trust

$1.01 Billion
Q2 2025

A detailed history of American Trust transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, American Trust holds 6,488 shares of JVAL stock, worth $306,233. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,488

Holding current value

$306,233

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Sep 03, 2025	BUY	$36.14 - $44.23 $234,476 - $286,964	6,488 New	6,488 $286,000

Others Institutions Holding JVAL

# of Institutions

150

Shares Held

9.99M

Call Options Held

Put Options Held

Cobblestone Capital Advisors LLC Rochester, NY

1.19M
Shares

$56.2 Million
2.81% of portfolio
Lpl Financial LLC Fort Mill, SC

994K
Shares

$46.9 Million
0.02% of portfolio
Avidian Wealth Solutions, LLC

962K
Shares

$45.4 Million
1.79% of portfolio
Cwm, LLC

787K
Shares

$37.1 Million
0.11% of portfolio
Cerity Partners LLC New York, NY

534K
Shares

$25.2 Million
0.04% 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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