Cambridge Investment Research Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
36,008
-5,410
| -13% | -$380K | 0.01% | 1255 |
|
|
2025
Q1 | $2.64M | Buy |
41,418
+15,446
| +59% | +$983K | 0.01% | 1178 |
|
|
2024
Q4 | $1.74M | Buy |
25,972
+19,995
| +335% | +$1.34M | 0.01% | 1458 |
|
|
2024
Q3 | $392K | Buy |
5,977
+909
| +18% | +$59.6K | ﹤0.01% | 2611 |
|
|
2024
Q2 | $316K | Buy |
5,068
+729
| +17% | +$45.5K | ﹤0.01% | 2664 |
|
|
2024
Q1 | $259K | Buy |
+4,339
| New | +$259K | ﹤0.01% | 2823 |
|