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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$11.8M	Sell	180,604 -5,590	-3%	-$366K	9.36%	4
2024 Q2	$11.6M	Sell	186,194 -11,297	-6%	-$704K	8.17%	5
2024 Q1	$11.8M	Buy	197,491 +2,702	+1%	+$161K	8.52%	5
2023 Q4	$10.3M	Sell	194,789 -7,591	-4%	-$400K	7.88%	7
2023 Q3	$9.6M	Buy	+202,380	New	+$9.6M	6.38%	7