D.J. St. Germain’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 | $199K | Hold |
2,836
| – | – | 0.01% | 297 |
|
2025
Q1 | $181K | Hold |
2,836
| – | – | 0.01% | 281 |
|
2024
Q4 | $190K | Hold |
2,836
| – | – | 0.01% | 291 |
|
2024
Q3 | $186K | Hold |
2,836
| – | – | 0.01% | 277 |
|
2024
Q2 | $177K | Hold |
2,836
| – | – | 0.01% | 271 |
|
2024
Q1 | $170K | Hold |
2,836
| – | – | 0.01% | 276 |
|
2023
Q4 | $150K | Buy |
+2,836
| New | +$150K | 0.01% | 288 |
|