Barnes Wealth Management Group, Inc J P Morgan ETF Tr U S Value Fa Transaction History
Barnes Wealth Management Group, Inc
- $169 Billion
- Q2 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 8,156 shares of JVAL stock, worth $384,963. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,156
Previous 8,360
2.44%
Holding current value
$384,963
Previous $346 Million
4.18%
% of portfolio
0.21%
Previous 0.22%
Shares
3 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