Columbia Advisory Partners LLC J P Morgan ETF Tr U S Value Fa Transaction History
Columbia Advisory Partners LLC
- $111 Million
- Q2 2025
A detailed history of Columbia Advisory Partners LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 165,954 shares of JVAL stock, worth $7.79 Million. This represents 6.59% of its overall portfolio holdings.
Number of Shares
165,954
Previous 140,501
18.12%
Holding current value
$7.79 Million
Previous $5.79 Million
26.88%
% of portfolio
6.59%
Previous 5.78%
Shares
3 transactions
Others Institutions Holding JVAL
# of Institutions
149Shares Held
10.1MCall Options Held
0Put Options Held
0-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$55.9 Million2.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC994KShares$46.7 Million0.02% of portfolio
-
Avidian Wealth Solutions, LLC962KShares$45.2 Million1.79% of portfolio
-
Cwm, LLC854KShares$40.1 Million0.13% of portfolio
-
Cerity Partners LLC New York, NY552KShares$25.9 Million0.04% of portfolio