Ascent Group, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Ascent Group, LLC

$2.45 Billion
Q2 2025

A detailed history of Ascent Group, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Ascent Group, LLC holds 4,530 shares of JVAL stock, worth $204,393. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,530

Holding current value

$204,393

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 21, 2025	BUY	$36.14 - $44.23 $163,714 - $200,361	4,530 New	4,530 $200,000

Others Institutions Holding JVAL

# of Institutions

145

Shares Held

12.6M

Call Options Held

Put Options Held

Brinker Capital Investments, LLC

1.58M
Shares

$71.3 Million
1.05% of portfolio
Cobblestone Capital Advisors LLC Rochester, NY

1.2M
Shares

$54 Million
2.82% of portfolio
Lpl Financial LLC Fort Mill, SC

980K
Shares

$44.2 Million
0.02% of portfolio
Avidian Wealth Solutions, LLC

962K
Shares

$43.4 Million
1.79% of portfolio
Cwm, LLC

854K
Shares

$38.5 Million
0.13% of portfolio

View Full List

About J P MORGAN ETF TR U S VALUE FA

Ticker JVAL
Sector ETFs
Industry ETFs

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