Aptus Capital Advisors, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Aptus Capital Advisors, LLC

$4.95 Billion
Q1 2024

A detailed history of Aptus Capital Advisors, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 478 shares of JVAL stock, worth $19,516. This represents 0.0% of its overall portfolio holdings.

Number of Shares

478

Holding current value

$19,516

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$37.71 - $41.62 $18,025 - $19,894	478 New	478 $19,000

Others Institutions Holding JVAL

# of Institutions

116

Shares Held

21.1M

Call Options Held

Put Options Held

Envestnet Portfolio Solutions, Inc. Berwyn, PA

4.57M
Shares

$187 Million
0.75% of portfolio
First Citizens Bank & Trust CO

4.43M
Shares

$181 Million
2.97% of portfolio
Brinker Capital Investments, LLC

1.58M
Shares

$64.5 Million
1.05% of portfolio
Cobblestone Capital Advisors LLC Rochester, NY

1.14M
Shares

$46.5 Million
3.03% of portfolio
Orion Portfolio Solutions, LLC

1.07M
Shares

$43.5 Million
0.5% 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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Aptus Capital Advisors, LLC J P Morgan ETF Tr U S Value Fa Transaction History