Catalyst Wealth Management, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 12,927 shares of JVAL stock, worth $561,807. This represents 0.41% of its overall portfolio holdings.
Number of Shares
12,927
Previous 15,064
14.19%
Holding current value
$561,807
Previous $499 Million
11.8%
% of portfolio
0.41%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
119Shares Held
11.8MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$68.7 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.17MShares$50.7 Million2.98% of portfolio
-
Orion Portfolio Solutions, LLC1.01MShares$43.8 Million0.46% of portfolio
-
Cwm, LLC865KShares$37.6 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC855KShares$37.1 Million0.02% of portfolio