CIBC Private Wealth Group’s JPMorgan Equity Focus ETF JPEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,548
| Closed | -$318K | – | 3204 |
|
|
2025
Q1 | $318K | Sell |
5,548
-5,905
| -52% | -$338K | ﹤0.01% | 943 |
|
|
2024
Q4 | $774K | Hold |
11,453
| – | – | ﹤0.01% | 759 |
|
|
2024
Q3 | $751K | Hold |
11,453
| – | – | ﹤0.01% | 754 |
|
|
2024
Q2 | $727K | Buy |
+11,453
| New | +$727K | ﹤0.01% | 726 |
|