BFA
Beaumont Financial Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.1M | Buy |
699,354
+353,389
| +102% | +$24.8M | 3.55% | 4 |
|
|
2025
Q1 | $22M | Sell |
345,965
-121,009
| -26% | -$7.7M | 1.73% | 16 |
|
|
2024
Q4 | $31.3M | Buy |
466,974
+111,342
| +31% | +$7.47M | 2.35% | 10 |
|
|
2024
Q3 | $23.3M | Buy |
355,632
+78,971
| +29% | +$5.17M | 1.82% | 17 |
|
|
2024
Q2 | $17.3M | Sell |
276,661
-104,677
| -27% | -$6.53M | 1.38% | 25 |
|
|
2024
Q1 | $22.8M | Sell |
381,338
-16,910
| -4% | -$1.01M | 1.88% | 16 |
|
|
2023
Q4 | $21M | Buy |
+398,248
| New | +$21M | 1.91% | 13 |
|