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

Planned Solutions, Inc.

  • $260 Million
  • Q3 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 147,163 shares of JVAL stock, worth $6.95 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
147,163
Previous 152,636 3.59%
Holding current value
$6.95 Million
Previous $6.75 Million 3.54%
% of portfolio
2.69%
Previous 2.85%

Shares

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

Oct 23, 2025
SELL
$44.14 - $47.9 $241,578 - $262,156
-5,473 Reduced 3.59%
147,163 $6.99 Million
Q2 2025

Jul 29, 2025
SELL
$36.14 - $44.23 $3.42 Million - $4.19 Million
-94,631 Reduced 38.27%
152,636 $6.75 Million
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
150
Shares Held
9.99M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN ETF TR U S VALUE FA

JVAL Quotes by TradingView
  • Ticker JVAL
  • Sector ETFs
  • Industry ETFs
More about JVAL
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