DADC
JPEF icon

D.A. Davidson & Co’s JPMorgan Equity Focus ETF JPEF Stock Holding History

D.A. Davidson & Co’s Portfolio JPEF Stock Details JPEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.31M Sell
46,055
-15,277
-25% -$1.14M 0.02% 530
2025
Q4 		$4.58M Buy
61,332
+1,529
+3% +$114K 0.03% 412
2025
Q3 		$4.43M Sell
59,803
-11,848
-17% -$853K 0.03% 403
2025
Q2 		$5.03M Buy
71,651
+19,855
+38% +$1.29M 0.04% 342
2025
Q1 		$3.3M Buy
51,796
+20,080
+63% +$1.34M 0.03% 420
2024
Q4 		$2.13M Buy
31,716
+1,661
+6% +$112K 0.02% 544
2024
Q3 		$1.97M Buy
30,055
+17,841
+146% +$1.13M 0.02% 553
2024
Q2 		$762K Buy
+12,214
New +$728K 0.01% 827

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BFA
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