Strategic Financial Concepts, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Strategic Financial Concepts, LLC
- $533 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
145Shares Held
12.6MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$71.3 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.2MShares$54 Million2.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC980KShares$44.2 Million0.02% of portfolio
-
Avidian Wealth Solutions, LLC962KShares$43.4 Million1.79% of portfolio
-
Cwm, LLC854KShares$38.5 Million0.13% of portfolio