CFFP
JEQ

Center for Financial Planning’s abrdn Japan Equity Fund JEQ Stock Holding History

Center for Financial Planning’s Portfolio JEQ Stock Details JEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,196
Closed -$16.6K – 683
2025
Q2 		$16.6K Hold
2,196
– – ﹤0.01% 410
2025
Q1 		$14.3K Buy
2,196
+78
+4% +$468 ﹤0.01% 433
2024
Q4 		$12.2K Hold
2,118
– – ﹤0.01% 399
2024
Q3 		$13.2K Buy
2,118
+41
+2% +$246 ﹤0.01% 374
2024
Q2 		$12.2K Buy
2,077
+42
+2% +$249 ﹤0.01% 371
2024
Q1 		$12.7K Buy
2,035
+35
+2% +$211 ﹤0.01% 379
2023
Q4 		$11.5K Hold
2,000
– – ﹤0.01% 352
2023
Q3 		$10.7K Hold
2,000
– – ﹤0.01% 352
2023
Q2 		$12.1K Hold
2,000
– – ﹤0.01% 363
2023
Q1 		$10.9K Buy
+2,000
New +$10.9K ﹤0.01% 351
2022
Q1 		– Sell
-6,645
Closed -$54K – 558
2021
Q4 		$54K Hold
6,645
– – 0.01% 219
2021
Q3 		$65K Hold
6,645
– – 0.02% 198
2021
Q2 		$59K Hold
6,645
– – 0.01% 207
2021
Q1 		$60K Hold
6,645
– – 0.02% 200
2020
Q4 		$63K Buy
+6,645
New +$59.2K 0.02% 186

Other funds holding JEQ

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return

Center for Financial Planning's JEQ Position: Q3 2025 in Review

Center for Financial Planning sold out of abrdn Japan Equity Fund (JEQ) in Q3 2025, closing a stake of 2,196 shares — an estimated $16.6K sold.

Center for Financial Planning first reported a position in JEQ in Q4 2020 and held it in 15 quarters. The position peaked at $65K in Q3 2021. 27 funds tracked by Wall St. Rank hold JEQ as of Q3 2025.

  • Center for Financial Planning reported no remaining abrdn Japan Equity Fund position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 2,196 abrdn Japan Equity Fund shares in Q3 2025, an estimated $16.6K.
  • Center for Financial Planning first reported a position in abrdn Japan Equity Fund in Q4 2020 and held it in 15 quarters.
  • Center for Financial Planning's abrdn Japan Equity Fund position peaked at $65K in Q3 2021.
  • 27 funds tracked by Wall St. Rank held abrdn Japan Equity Fund as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.