Cobblestone Asset Management LLC J P Morgan ETF Tr U S Value Fa Transaction History
Cobblestone Asset Management LLC
- $153 Billion
- Q4 2024
A detailed history of Cobblestone Asset Management LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Cobblestone Asset Management LLC holds 12,480 shares of JVAL stock, worth $536,764. This represents 0.35% of its overall portfolio holdings.
Number of Shares
12,480
Previous 11,579
7.78%
Holding current value
$536,764
Previous $505 Million
6.87%
% of portfolio
0.35%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding JVAL
# of Institutions
131Shares Held
11.7MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$68 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$51.2 Million2.92% of portfolio
-
Cwm, LLC860KShares$37 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$35.8 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY541KShares$23.3 Million0.05% of portfolio