Defined Financial Planning LLC J P Morgan ETF Tr U S Value Fa Transaction History
Defined Financial Planning LLC
- $98.7 Billion
- Q1 2025
A detailed history of Defined Financial Planning LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Defined Financial Planning LLC holds 141,075 shares of JVAL stock, worth $5.64 Million. This represents 5.92% of its overall portfolio holdings.
Number of Shares
141,075
Previous 46,869
201.0%
Holding current value
$5.64 Million
Previous $2.02 Billion
188.46%
% of portfolio
5.92%
Previous 2.16%
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
126Shares Held
11.4MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$63.2 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$47.7 Million2.92% of portfolio
-
Cwm, LLC849KShares$34 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$33.3 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY544KShares$21.8 Million0.05% of portfolio