Retirement Planning Group J P Morgan ETF Tr U S Value Fa Transaction History

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025

A detailed history of Retirement Planning Group transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Retirement Planning Group holds 16,773 shares of JVAL stock, worth $796,885. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,773
Previous 19,932 15.85%
Holding current value
$796,885
Previous $881,000 9.65%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 27, 2025
SELL
$44.14 - $47.9 $139,438 - $151,316
-3,159 Reduced 15.85%
16,773 $796,000
Q2 2025

Jul 30, 2025
SELL
$36.14 - $44.23 $200,324 - $245,166
-5,543 Reduced 21.76%
19,932 $881,000
Q1 2025

Apr 10, 2025
SELL
$40.87 - $45.28 $423,903 - $469,644
-10,372 Reduced 28.93%
25,475 $1.05 Million
Q4 2024

Feb 18, 2025
SELL
$42.95 - $45.72 $1.67 Million - $1.78 Million
-38,965 Reduced 52.08%
35,847 $1.55 Million
Q3 2024

Oct 10, 2024
SELL
$39.66 - $43.57 $2.28 Million - $2.51 Million
-57,578 Reduced 43.49%
74,812 $3.26 Million
Q2 2024

Jul 12, 2024
BUY
$39.18 - $41.6 $5.19 Million - $5.51 Million
132,390 New
132,390 $5.41 Million

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 Retirement Planning Group Portfolio

Follow Retirement Planning Group 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 Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email