Mbl Wealth, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Mbl Wealth, LLC
- $1.02 Billion
- Q3 2025
A detailed history of Mbl Wealth, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Mbl Wealth, LLC holds 11,000 shares of JVAL stock, worth $519,200. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,000
Previous 12,000
8.33%
Holding current value
$519,200
Previous $530,000
1.51%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding JVAL
# of Institutions
149Shares Held
9.99MCall Options Held
0Put Options Held
0-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$56.2 Million2.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC994KShares$46.9 Million0.02% of portfolio
-
Avidian Wealth Solutions, LLC962KShares$45.4 Million1.79% of portfolio
-
Cwm, LLC787KShares$37.1 Million0.11% of portfolio
-
Cerity Partners LLC New York, NY552KShares$26 Million0.04% of portfolio