Barnes Wealth Management Group, Inc J P Morgan ETF Tr U S Value Fa Transaction History
Barnes Wealth Management Group, Inc
- $182 Billion
- Q3 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 8,118 shares of JVAL stock, worth $385,686. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,118
Previous 8,156
0.47%
Holding current value
$385,686
Previous $361 Million
6.89%
% of portfolio
0.21%
Previous 0.21%
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