Defined Financial Planning LLC J P MORGAN EXCHANGE TRADED F Transaction History

Defined Financial Planning LLC

  • $121 Billion
  • Q3 2025
Number of Shares
74,543
Previous 62,911 18.49%
Holding current value
$4.03 Billion
Previous $3.32 Billion 21.41%
% of portfolio
3.34%
Previous 2.95%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
11,632 Added 18.49%
74,543 $4.03 Billion
Q2 2025

Jul 22, 2025
BUY
N/A
62,911 New
62,911 $3.32 Billion
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