Defined Financial Planning LLC JVAL Holdings History
Defined Financial Planning LLC's JPMorgan U.S. Value Factor ETF Holding Summary
As of 2025-06-30, Defined Financial Planning LLC held 161,785.00 shares of JPMorgan U.S. Value Factor ETF(JVAL), totaling $7.21 Mil. This investment constitutes 6.41% of their stock portfolio, and Defined Financial Planning LLC now holds 1.38% of the outstanding JPMorgan U.S. Value Factor ETF(JVAL) stock.
The initial trade took place in 2024Q4. And since then Defined Financial Planning LLC has made 2 purchases of JVAL, at an average price of $43.46, for a total of 161,785.00 shares. Based on historical transaction data and JVAL's current price of $45.43, Defined Financial Planning LLC's estimated gain on his JVAL holdings is $318,759.36, reflecting a 4.53% gain to date.
Defined Financial Planning LLC JVAL ($45.43) Holding Chart
Defined Financial Planning LLC JVAL ($45.43) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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