Planned Solutions, Inc. J P Morgan ETF Tr U S Value Fa Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

A detailed history of Planned Solutions, Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Planned Solutions, Inc. holds 247,267 shares of JVAL stock, worth $11.3 Million. This represents 4.41% of its overall portfolio holdings.

Number of Shares

247,267

Previous 240,583 2.78%

Holding current value

$11.3 Million

Previous $10.4 Million 2.03%

% of portfolio

4.41%

Previous 4.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$40.87 - $45.28 $273,175 - $302,651	6,684 Added 2.78%	247,267 $10.2 Million
Q4 2024 Jan 16, 2025	SELL	$42.95 - $45.72 $374,652 - $398,815	-8,723 Reduced 3.5%	240,583 $10.4 Million
Q3 2024 Oct 08, 2024	BUY	$39.66 - $43.57 $151,699 - $166,655	3,825 Added 1.56%	249,306 $10.9 Million
Q2 2024 Jul 24, 2024	SELL	$39.18 - $41.6 $15,711 - $16,681	-401 Reduced 0.16%	245,481 $10 Million
Q1 2024 Apr 26, 2024	BUY	$37.71 - $41.62 $59,544 - $65,717	1,579 Added 0.65%	245,882 $10.2 Million
Q4 2023 Jan 17, 2024	BUY	$32.85 - $38.78 $214,707 - $253,466	6,536 Added 2.75%	244,303 $9.43 Million
Q3 2023 Feb 06, 2024	BUY	$34.34 - $37.32 $151,164 - $164,282	4,402 Added 1.8%	248,705 $8.62 Million
Q2 2023 Jul 11, 2023	BUY	$32.82 - $35.77 $246,773 - $268,954	7,519 Added 3.27%	237,767 $8.48 Million
Q1 2023 Apr 12, 2023	BUY	$32.47 - $36.31 $1.83 Million - $2.05 Million	56,379 Added 32.43%	230,248 $7.84 Million
Q4 2022 Jan 25, 2023	BUY	$30.16 - $35.13 $342,044 - $398,409	11,341 Added 6.98%	173,869 $0
Q3 2022 Oct 20, 2022	BUY	$29.78 - $35.87 $4.84 Million - $5.83 Million	162,528 New	162,528 $4.84 Million

Others Institutions Holding JVAL

# of Institutions

144

Shares Held

12.3M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S VALUE FA

Ticker JVAL
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Planned Solutions, Inc. J P Morgan ETF Tr U S Value Fa Transaction History