Envestnet Asset Management Inc J P Morgan ETF Tr U S Value Fa Transaction History
Envestnet Asset Management Inc
- $324 Billion
- Q3 2025
A detailed history of Envestnet Asset Management Inc transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Envestnet Asset Management Inc holds 8,845 shares of JVAL stock, worth $420,225. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,845
Previous 7,234
22.27%
Holding current value
$420,225
Previous $319,000
31.66%
% of portfolio
0.0%
Previous 0.0%
Shares
17 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