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

Defined Financial Planning LLC

  • $121 Billion
  • Q3 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 155,620 shares of JVAL stock, worth $7.39 Million. This represents 6.2% of its overall portfolio holdings.

Number of Shares
155,620
Previous 161,785 3.81%
Holding current value
$7.39 Million
Previous $7.21 Billion 3.7%
% of portfolio
6.2%
Previous 6.41%

Shares

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

Oct 14, 2025
SELL
$44.14 - $47.9 $272,123 - $295,303
-6,165 Reduced 3.81%
155,620 $7.48 Billion
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
153
Shares Held
10.4M
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
Track This Portfolio

Track Defined Financial Planning LLC Portfolio

Follow Defined Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Defined Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Defined Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email