American Planning Services’s JPMorgan Equity Focus ETF JPEF Stock Holding History

American Planning Services’s Portfolio JPEF Stock Details JPEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$11.8M	Sell	180,604 -5,590	-3%	-$353K	9.36%	4
2024 Q2	$11.6M	Sell	186,194 -11,297	-6%	-$674K	8.17%	5
2024 Q1	$11.8M	Buy	197,491 +2,702	+1%	+$152K	8.52%	5
2023 Q4	$10.3M	Sell	194,789 -7,591	-4%	-$375K	7.88%	7
2023 Q3	$9.6M	Buy	+202,380	New	+$9.85M	6.38%	7

Other funds holding JPEF

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

American Planning Services's JPEF Position: Q3 2024 in Review

American Planning Services reduced its JPMorgan Equity Focus ETF (JPEF) stake by 3% in Q3 2024, selling an estimated $353K and leaving 180,604 shares worth $11.8M. The position accounts for 9.36% of the portfolio, ranked #4.

American Planning Services first reported a position in JPEF in Q3 2023 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold JPEF as of Q3 2024.

American Planning Services held 180,604 shares of JPMorgan Equity Focus ETF worth $11.8M as of Q3 2024.
American Planning Services sold 5,590 JPMorgan Equity Focus ETF shares in Q3 2024, an estimated $353K.
JPMorgan Equity Focus ETF made up 9.36% of American Planning Services's portfolio in Q3 2024, its #4 holding.
American Planning Services first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and has held it in 5 quarters since.
62 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.