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

Planned Solutions, Inc.

$231 Million
Q4 2024

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 240,583 shares of JVAL stock, worth $9.91 Million. This represents 4.51% of its overall portfolio holdings.

Number of Shares

240,583

Previous 249,306 3.5%

Holding current value

$9.91 Million

Previous $10.9 Million 4.32%

% of portfolio

4.51%

Previous 4.44%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

131

Shares Held

11.7M

Call Options Held

Put Options Held

View Full List

About J P MORGAN ETF TR U S VALUE FA

Ticker JVAL
Sector ETFs
Industry ETFs

More about JVAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.

Account

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