Envestnet Asset 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 | $20.5M | Sell |
291,588
-86,590
| -23% | -$6.07M | 0.01% | 1243 |
|
|
2025
Q1 | $24.1M | Buy |
378,178
+166,782
| +79% | +$10.6M | 0.01% | 1084 |
|
|
2024
Q4 | $14.2M | Buy |
211,396
+65,715
| +45% | +$4.41M | ﹤0.01% | 1407 |
|
|
2024
Q3 | $9.55M | Buy |
145,681
+24,552
| +20% | +$1.61M | ﹤0.01% | 1668 |
|
|
2024
Q2 | $7.55M | Sell |
121,129
-40,172
| -25% | -$2.51M | ﹤0.01% | 1737 |
|
|
2024
Q1 | $9.64M | Buy |
161,301
+156,107
| +3,006% | +$9.33M | ﹤0.01% | 1546 |
|
|
2023
Q4 | $274K | Sell |
5,194
-23,099
| -82% | -$1.22M | ﹤0.01% | 3667 |
|
|
2023
Q3 | $1.34M | Buy |
+28,293
| New | +$1.34M | ﹤0.01% | 2602 |
|