Northwest Financial Advisors J P Morgan ETF Tr U S Value Fa Transaction History
Northwest Financial Advisors
- $71.7 Billion
- Q2 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 7,990 shares of JVAL stock, worth $358,431. This represents 0.49% of its overall portfolio holdings.
Number of Shares
7,990
Previous 11,017
27.48%
Holding current value
$358,431
Previous $456 Million
22.56%
% of portfolio
0.49%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
145Shares Held
11.1MCall Options Held
0Put Options Held
0-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$53.4 Million2.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC994KShares$44.6 Million0.02% of portfolio
-
Avidian Wealth Solutions, LLC962KShares$43.1 Million1.79% of portfolio
-
Cwm, LLC854KShares$38.3 Million0.13% of portfolio
-
Cerity Partners LLC New York, NY552KShares$24.7 Million0.04% of portfolio