Envestnet Portfolio Solutions, Inc. J P Morgan ETF Tr U S Value Fa Transaction History
Envestnet Portfolio Solutions, Inc.
- $23.8 Billion
- Q3 2025
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 47,981 shares of JVAL stock, worth $2.28 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
47,981
Previous 48,365
0.79%
Holding current value
$2.28 Million
Previous $2.14 Million
6.55%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding JVAL
# of Institutions
153Shares Held
10.4MCall Options Held
0Put Options Held
0-
Cobblestone Capital Advisors LLC Rochester, NY1.21MShares$57.3 Million2.87% of portfolio
-
Avidian Wealth Solutions, LLC996KShares$47.3 Million1.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC883KShares$41.9 Million0.01% of portfolio
-
Cwm, LLC787KShares$37.4 Million0.11% of portfolio
-
Cerity Partners LLC New York, NY534KShares$25.4 Million0.04% of portfolio