D.A. Davidson & Co’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
$5.03M Buy
71,651
+19,855
+38% +$1.39M 0.04% 342
2025
Q1
$3.3M Buy
51,796
+20,080
+63% +$1.28M 0.03% 420
2024
Q4
$2.13M Buy
31,716
+1,661
+6% +$111K 0.02% 544
2024
Q3
$1.97M Buy
30,055
+17,841
+146% +$1.17M 0.02% 553
2024
Q2
$762K Buy
+12,214
New +$762K 0.01% 827