Berger Financial Group, Inc J P Morgan ETF Tr U S Value Fa Transaction History
Berger Financial Group, Inc
- $1.26 Billion
- Q2 2025
A detailed history of Berger Financial Group, Inc transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Berger Financial Group, Inc holds 4,542 shares of JVAL stock, worth $203,754. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,542
Previous 5,009
9.32%
Holding current value
$203,754
Previous $207,000
3.38%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding JVAL
# of Institutions
145Shares Held
11.1MCall Options Held
0Put Options Held
0-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$53.4 Million2.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC994KShares$44.6 Million0.02% of portfolio
-
Avidian Wealth Solutions, LLC962KShares$43.1 Million1.79% of portfolio
-
Cwm, LLC854KShares$38.3 Million0.13% of portfolio
-
Cerity Partners LLC New York, NY552KShares$24.7 Million0.04% of portfolio