Mbl Wealth, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Mbl Wealth, LLC
- $945 Million
- Q2 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 12,000 shares of JVAL stock, worth $545,160. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,000
Previous 12,000
-0.0%
Holding current value
$545,160
Previous $497,000
6.64%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding JVAL
# of Institutions
144Shares Held
12.2MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$71.8 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.2MShares$54.4 Million2.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC980KShares$44.5 Million0.02% of portfolio
-
Avidian Wealth Solutions, LLC962KShares$43.7 Million1.79% of portfolio
-
Cwm, LLC854KShares$38.8 Million0.13% of portfolio