Catalyst Wealth Management, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 12,927 shares of JVAL stock, worth $584,817. This represents 0.41% of its overall portfolio holdings.
Number of Shares
12,927
Previous 15,064
14.19%
Holding current value
$584,817
Previous $499 Million
11.8%
% of portfolio
0.41%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
11.4MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$71.5 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.18MShares$53.2 Million3.0% of portfolio
-
Cwm, LLC865KShares$39.1 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC806KShares$36.5 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY553KShares$25 Million0.05% of portfolio