Retirement Planning Group J P Morgan ETF Tr U S Value Fa Transaction History
Retirement Planning Group
- $1.64 Billion
- Q2 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 19,932 shares of JVAL stock, worth $894,149. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,932
Previous 25,475
21.76%
Holding current value
$894,149
Previous $1.05 Million
16.02%
% of portfolio
0.05%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding JVAL
# of Institutions
145Shares Held
11MCall 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