Mgo One Seven LLC J P Morgan ETF Tr U S Value Fa Transaction History

Mgo One Seven LLC

$1.88 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$30.59 - $35.87 $50,320 - $59,006	1,645 Added 15.82%	12,041 $358,000
Q2 2022 Aug 10, 2022	BUY	$31.36 - $37.18 $326,018 - $386,523	10,396 New	10,396 $334,000

Others Institutions Holding JVAL

# of Institutions

116

Shares Held

21.1M

Call Options Held

0

Put Options Held

0

Envestnet Portfolio Solutions, Inc. Berwyn, PA

4.57M
Shares

$187 Million
0.75% of portfolio
First Citizens Bank & Trust CO

4.43M
Shares

$182 Million
2.97% of portfolio
Brinker Capital Investments, LLC

1.58M
Shares

$64.7 Million
1.05% of portfolio
Cobblestone Capital Advisors LLC Rochester, NY

1.14M
Shares

$46.6 Million
3.03% of portfolio
Orion Portfolio Solutions, LLC

1.07M
Shares

$43.6 Million
0.5% of portfolio

About J P MORGAN ETF TR U S VALUE FA

Ticker JVAL
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