Modera Wealth Management, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Modera Wealth Management, LLC
- $8.42 Billion
- Q3 2025
A detailed history of Modera Wealth Management, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Modera Wealth Management, LLC holds 4,867 shares of JVAL stock, worth $234,589. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,867
Previous 4,867
-0.0%
Holding current value
$234,589
Previous $215,000
7.44%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding JVAL
# of Institutions
154Shares Held
10.4MCall Options Held
0Put Options Held
0-
Cobblestone Capital Advisors LLC Rochester, NY1.21MShares$58.2 Million2.87% of portfolio
-
Avidian Wealth Solutions, LLC996KShares$48 Million1.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC883KShares$42.5 Million0.01% of portfolio
-
Cwm, LLC787KShares$37.9 Million0.11% of portfolio
-
Cerity Partners LLC New York, NY534KShares$25.7 Million0.04% of portfolio