Defined Financial Planning’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.21M	Buy	161,785 +20,710	+15%	+$923K	6.41%	3
2025 Q1	$5.84M	Buy	141,075 +94,206	+201%	+$3.9M	5.92%	4
2024 Q4	$2.02M	Buy	+46,869	New	+$2.02M	2.16%	16