Ownership history in Planned Solutions, Inc. · 13 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in JP MORGAN US VALUE FACTOR ETF (JVAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 145,416 | -1,747 | -1.2% | 2.29% | $7.1M | $49.08 |
| 2025 Q3 | REDUCED | 147,163 | -5,473 | -3.6% | 2.40% | $7.0M | $47.20 |
| 2025 Q2 | REDUCED | 152,636 | -94,631 | -38.3% | 2.57% | $6.8M | $43.73 |
| 2025 Q1 | ADDED | 247,267 | +6,684 | +2.8% | 4.15% | $10.2M | $40.69 |
| 2024 Q4 | REDUCED | 240,583 | -8,723 | -3.5% | 4.19% | $10.4M | $42.25 |
| 2024 Q3 | ADDED | 249,306 | +3,825 | +1.6% | 4.36% | $10.9M | $42.32 |
| 2024 Q2 | REDUCED | 245,481 | -401 | -0.2% | 4.86% | $10.0M | $39.46 |
| 2024 Q1 | REDUCED | 245,882 | -2,823 | -1.1% | 5.02% | $10.2M | $39.94 |
| 2023 Q4 | ADDED | 248,705 | +10,938 | +4.6% | 5.18% | $8.6M | $36.89 |
| 2023 Q2 | ADDED | 237,767 | +7,519 | +3.3% | 5.01% | $8.5M | $33.64 |
As of 2025 Q4 — sorted by position size