CAL
Capital Advisors Ltd’s JPMorgan Equity Focus ETF JPEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
17,359
+861
| +5% | +$60.4K | 0.15% | 90 |
|
|
2025
Q1 | $1.05M | Buy |
16,498
+2,484
| +18% | +$158K | 0.14% | 97 |
|
|
2024
Q4 | $940K | Buy |
14,014
+3,997
| +40% | +$268K | 0.12% | 103 |
|
|
2024
Q3 | $656K | Buy |
10,017
+9,079
| +968% | +$595K | 0.08% | 135 |
|
|
2024
Q2 | $58K | Hold |
938
| – | – | 0.01% | 420 |
|
|
2024
Q1 | $56K | Buy |
+938
| New | +$56K | 0.01% | 421 |
|