Denver Wealth Management’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 | $342K | Hold |
4,883
| – | – | 0.14% | 66 |
|
|
2025
Q1 | $311K | Hold |
4,883
| – | – | 0.14% | 69 |
|
|
2024
Q4 | $328K | Sell |
4,883
-375
| -7% | -$25.2K | 0.15% | 64 |
|
|
2024
Q3 | $345K | Buy |
5,258
+840
| +19% | +$55K | 0.16% | 63 |
|
|
2024
Q2 | $276K | Hold |
4,418
| – | – | 0.14% | 70 |
|
|
2024
Q1 | $264K | Buy |
+4,418
| New | +$264K | 0.13% | 71 |
|