Legacy Wealth Managment, Llc/Id J P Morgan ETF Tr U S Value Fa Transaction History

Legacy Wealth Managment, Llc/Id

$142 Million
Q3 2024

A detailed history of Legacy Wealth Managment, Llc/Id transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 4 shares of JVAL stock, worth $175. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$175

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 15, 2024	BUY	$39.66 - $43.57 $158 - $174	4 New	4 $0

Others Institutions Holding JVAL

# of Institutions

121

Shares Held

11.4M

Call Options Held

Put Options Held

Brinker Capital Investments, LLC

1.58M
Shares

$69.5 Million
1.05% of portfolio
Cobblestone Capital Advisors LLC Rochester, NY

1.18M
Shares

$51.7 Million
3.0% of portfolio
Cwm, LLC

865K
Shares

$38.1 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

806K
Shares

$35.5 Million
0.02% of portfolio
Cerity Partners LLC New York, NY

553K
Shares

$24.3 Million
0.05% of portfolio

View Full List

About J P MORGAN ETF TR U S VALUE FA

Ticker JVAL
Sector ETFs
Industry ETFs

More about JVAL

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Legacy Wealth Managment, Llc/Id J P Morgan ETF Tr U S Value Fa Transaction History