Retirement Planning Group J P Morgan ETF Tr U S Value Fa Transaction History
Retirement Planning Group
- $1.66 Billion
- Q4 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 35,847 shares of JVAL stock, worth $1.59 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
35,847
Previous 74,812
52.08%
Holding current value
$1.59 Million
Previous $3.26 Million
52.5%
% of portfolio
0.09%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding JVAL
# of Institutions
131Shares Held
11.7MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$69.9 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$52.7 Million2.92% of portfolio
-
Cwm, LLC860KShares$38.1 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$36.9 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY541KShares$23.9 Million0.05% of portfolio