Ep Wealth Advisors, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 53,958 shares of JVAL stock, worth $2.36 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
53,958Holding current value
$2.36 Million% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
11.4MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$69.2 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.18MShares$51.5 Million3.0% of portfolio
-
Cwm, LLC865KShares$37.9 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC806KShares$35.3 Million0.02% of portfolio
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Cerity Partners LLC New York, NY553KShares$24.2 Million0.05% of portfolio