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Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in J P MORGAN EXCHANGE TRADED F

RWA WEALTH PARTNERS, LLC holds 6,393 shares of JVAL (J P MORGAN EXCHANGE TRADED F), worth $374,872 as of 2026-Q2. The position was increased (+0.1% shares). JVAL represents 0.0% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$374,872

Current Shares

6,393

Total Value Change

-$54,961

Total Shares Change

-3,472

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6,393
+0.1%
$374,8720.0%$58.64
24
2026-Q1
Increased
6,389
+0.1%
$312,1800.0%$50.75
23
2025-Q4
Increased
6,386
+0.1%
$313,4370.0%$49.49
23
2025-Q3
Decreased
6,381
-25.1%
$303,0790.0%$47.13
0
2025-Q2
Decreased
8,522
-0.7%
$376,9230.0%$43.54
0
2025-Q1
Decreased
8,578
-9.0%
$355,3010.0%$40.45
0
2024-Q4
Decreased
9,430
-4.4%
$407,3550.0%$42.21
0
2024-Q3
Decreased
9,865
-20.6%
$429,8330.0%$42.26
0

Other major holders of JVAL: ENVESTNET ASSET MANAGEMENT INC, Envestnet Portfolio Solutions, Inc.

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