Planned Solutions, Inc. JVAL Holdings History
Planned Solutions, Inc.'s JPMorgan U.S. Value Factor ETF Holding Summary
As of 2025-03-31, Planned Solutions, Inc. held 247,267.00 shares of JPMorgan U.S. Value Factor ETF(JVAL), totaling $10.24 Mil. This investment constitutes 4.15% of their stock portfolio, and Planned Solutions, Inc. now holds 1.54% of the outstanding JPMorgan U.S. Value Factor ETF(JVAL) stock.
The initial trade took place in 2022Q3. And since then Planned Solutions, Inc. has made 9 purchases of JVAL, at an average price of $34.02, for a total of 260,793.00 shares. In addition, there have been 2 sales at an average price of $41.30 for 13,526.00 shares. Based on historical transaction data and JVAL's current price of $44.57, Planned Solutions, Inc.'s estimated gain on his JVAL holdings is $2.71 Mil, reflecting a 30.51% gain to date.
Planned Solutions, Inc. JVAL ($44.57) Holding Chart
Planned Solutions, Inc. JVAL ($44.57) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
