Retirement Planning Group J P Morgan ETF Tr U S Value Fa Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Retirement Planning Group holds 74,812 shares of JVAL stock, worth $3.27 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
74,812
Previous 132,390
43.49%
Holding current value
$3.27 Million
Previous $5.41 Million
39.76%
% of portfolio
0.21%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
11.4MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$69.1 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.18MShares$51.4 Million3.0% of portfolio
-
Cwm, LLC865KShares$37.8 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC806KShares$35.2 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY553KShares$24.2 Million0.05% of portfolio