Lodestone Wealth Management LLC J P Morgan ETF Tr U S Value Fa Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,023 shares of JVAL stock, worth $96,112. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,023Holding current value
$96,112% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding JVAL
# of Institutions
154Shares Held
10.4MCall Options Held
0Put Options Held
0-
Cobblestone Capital Advisors LLC Rochester, NY1.21MShares$57.3 Million2.87% of portfolio
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Avidian Wealth Solutions, LLC996KShares$47.3 Million1.89% of portfolio
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Lpl Financial LLC Fort Mill, SC883KShares$41.9 Million0.01% of portfolio
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Cwm, LLC787KShares$37.4 Million0.11% of portfolio
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Cerity Partners LLC New York, NY534KShares$25.4 Million0.04% of portfolio