Northwest Financial Advisors J P Morgan ETF Tr U S Value Fa Transaction History
Northwest Financial Advisors
- $77.8 Billion
- Q3 2025
A detailed history of Northwest Financial Advisors transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Northwest Financial Advisors holds 10,029 shares of JVAL stock, worth $476,477. This represents 0.61% of its overall portfolio holdings.
Number of Shares
10,029
Previous 7,990
25.52%
Holding current value
$476,477
Previous $353 Million
34.81%
% of portfolio
0.61%
Previous 0.49%
Shares
3 transactions
Others Institutions Holding JVAL
# of Institutions
154Shares Held
10.4MCall Options Held
0Put Options Held
0-
Cobblestone Capital Advisors LLC Rochester, NY1.21MShares$57.3 Million2.87% of portfolio
-
Avidian Wealth Solutions, LLC996KShares$47.3 Million1.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC883KShares$41.9 Million0.01% of portfolio
-
Cwm, LLC787KShares$37.4 Million0.11% of portfolio
-
Cerity Partners LLC New York, NY534KShares$25.4 Million0.04% of portfolio