New Edge Advisors, LLC J P Morgan ETF Tr U S Value Fa Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 2025
A detailed history of New Edge Advisors, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, New Edge Advisors, LLC holds 16,039 shares of JVAL stock, worth $723,679. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,039
Previous 13,609
17.86%
Holding current value
$723,679
Previous $587,000
13.12%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding JVAL
# of Institutions
144Shares Held
12.2MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$71.3 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.2MShares$54 Million2.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC980KShares$44.2 Million0.02% of portfolio
-
Avidian Wealth Solutions, LLC962KShares$43.4 Million1.79% of portfolio
-
Cwm, LLC854KShares$38.5 Million0.13% of portfolio