Commonwealth Equity Services’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$39.9M Buy
556,296
+26,278
+5% +$1.96M 0.06% 337
2025
Q4
$39.6M Sell
530,018
-22,795
-4% -$1.7M 0.05% 343
2025
Q3
$41M Buy
552,813
+20,320
+4% +$1.46M 0.05% 340
2025
Q2
$37.3M Buy
532,493
+45,114
+9% +$2.94M 0.05% 370
2025
Q1
$31M Buy
487,379
+73,916
+18% +$4.95M 0.04% 404
2024
Q4
$27.7M Buy
413,463
+64,067
+18% +$4.34M 0.04% 412
2024
Q3
$22.9M Buy
349,396
+171,819
+97% +$10.9M 0.03% 480
2024
Q2
$11.1M Buy
177,577
+138,982
+360% +$8.29M 0.02% 760
2024
Q1
$2.31M Sell
38,595
-2,812
-7% -$158K ﹤0.01% 1682
2023
Q4
$2.18M Sell
41,407
-931
-2% -$46K ﹤0.01% 1636
2023
Q3
$2.01M Buy
+42,338
New +$2.06M ﹤0.01% 1603

Other funds holding JPEF