JVAL — JPMORGAN US

Ownership history in MPWM ADVISORY SOLUTIONS, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which MPWM ADVISORY SOLUTIONS, LLC reported a position in JPMORGAN US (JVAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 92 -66 -41.8% 0.00% $4K $47.20
2025 Q2 UNCHANGED 158 — 0% 0.00% $7K $43.73
2025 Q1 UNCHANGED 158 — 0% 0.00% $7K $40.69
2024 Q4 INITIATED 158 — — 0.00% $7K $42.25
% of Fund (quarterly)    JVAL price (monthly, adj. close)

Other funds also holding JVAL

As of 2025 Q4 — sorted by position size

Mainsail Financial Group, LLC 3Y 7.79% COLUMBIA ADVISORY PARTNERS LLC 3Y 5.47% Goodman Advisory Group, LLC 3Y 4.81% Planned Solutions, Inc. 3Y 2.29% Apeiron RIA LLC 3Y 1.91% Avidian Wealth Enterprises, LLC 3Y 7Y 1.85% Gallacher Capital Management LLC 3Y 0.75% Cobblestone Asset Management LLC 0.57% MN Wealth Advisors, LLC 0.47% Northwest Financial Advisors 0.46%
← Back to MPWM ADVISORY SOLUTIONS, LLC Holdings