Retirement Planning Group J P Morgan ETF Tr U S Value Fa Transaction History
Retirement Planning Group
- $1.51 Billion
- Q1 2025
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 25,475 shares of JVAL stock, worth $1.02 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
25,475
Previous 35,847
28.93%
Holding current value
$1.02 Million
Previous $1.55 Million
32.24%
% of portfolio
0.07%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding JVAL
# of Institutions
128Shares Held
11.7MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$63.2 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$47.7 Million2.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC980KShares$39.2 Million0.02% of portfolio
-
Cwm, LLC849KShares$34 Million0.14% of portfolio
-
Cerity Partners LLC New York, NY544KShares$21.8 Million0.05% of portfolio