Sagespring Wealth Partners, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Sagespring Wealth Partners, LLC
- $5.11 Trillion
- Q3 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 31,463 shares of JVAL stock, worth $1.49 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
31,463
Previous 31,433
0.1%
Holding current value
$1.49 Million
Previous $1.39 Billion
7.5%
% of portfolio
0.03%
Previous 0.03%
Shares
4 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