Assetmark, Inc J P Morgan ETF Tr U S Value Fa Transaction History
Assetmark, Inc
- $41.6 Billion
- Q2 2025
A detailed history of Assetmark, Inc transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Assetmark, Inc holds 34 shares of JVAL stock, worth $1,604. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34
Previous 57
40.35%
Holding current value
$1,604
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding JVAL
# of Institutions
150Shares Held
9.99MCall Options Held
0Put Options Held
0-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$56.2 Million2.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC994KShares$46.9 Million0.02% of portfolio
-
Avidian Wealth Solutions, LLC962KShares$45.4 Million1.79% of portfolio
-
Cwm, LLC787KShares$37.1 Million0.11% of portfolio
-
Cerity Partners LLC New York, NY534KShares$25.2 Million0.04% of portfolio