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 $615,583. This represents 0.41% of its overall portfolio holdings.
Number of Shares
12,927
Previous 15,064
14.19%
Holding current value
$615,583
Previous $499 Million
11.8%
% of portfolio
0.41%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
149Shares Held
9.99MCall Options Held
0Put Options Held
0-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$56.7 Million2.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC994KShares$47.3 Million0.02% of portfolio
-
Avidian Wealth Solutions, LLC962KShares$45.8 Million1.79% of portfolio
-
Cwm, LLC787KShares$37.5 Million0.11% of portfolio
-
Cerity Partners LLC New York, NY552KShares$26.3 Million0.04% of portfolio