Commonwealth Equity Services’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 | $37.3M | Buy |
532,493
+45,114
| +9% | +$3.16M | 0.05% | 370 |
|
|
2025
Q1 | $31M | Buy |
487,379
+73,916
| +18% | +$4.71M | 0.04% | 404 |
|
|
2024
Q4 | $27.7M | Buy |
413,463
+64,067
| +18% | +$4.3M | 0.04% | 412 |
|
|
2024
Q3 | $22.9M | Buy |
349,396
+171,819
| +97% | +$11.3M | 0.03% | 480 |
|
|
2024
Q2 | $11.1M | Buy |
177,577
+138,982
| +360% | +$8.67M | 0.02% | 760 |
|
|
2024
Q1 | $2.31M | Sell |
38,595
-2,812
| -7% | -$168K | ﹤0.01% | 1682 |
|
|
2023
Q4 | $2.18M | Sell |
41,407
-931
| -2% | -$49.1K | ﹤0.01% | 1636 |
|
|
2023
Q3 | $2.01M | Buy |
+42,338
| New | +$2.01M | ﹤0.01% | 1603 |
|