Defined Financial Planning LLC J P Morgan ETF Tr U S Value Fa Transaction History

Defined Financial Planning LLC

  • $113 Billion
  • Q2 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 161,785 shares of JVAL stock, worth $7.41 Million. This represents 6.41% of its overall portfolio holdings.

Number of Shares
161,785
Previous 141,075 14.68%
Holding current value
$7.41 Million
Previous $5.84 Billion 23.46%
% of portfolio
6.41%
Previous 5.92%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$36.14 - $44.23 $748,459 - $916,003
20,710 Added 14.68%
161,785 $7.21 Billion
Q1 2025

Apr 15, 2025
BUY
$40.87 - $45.28 $3.85 Million - $4.27 Million
94,206 Added 201.0%
141,075 $5.84 Billion
Q4 2024

Feb 13, 2025
BUY
$42.95 - $45.72 $2.01 Million - $2.14 Million
46,869 New
46,869 $2.02 Billion

Others Institutions Holding JVAL

# of Institutions
142
Shares Held
12.3M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN ETF TR U S VALUE FA

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