Equitable Holdings’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 | $2.82M | Sell |
40,273
-3,773
| -9% | -$265K | 0.02% | 476 |
|
|
2025
Q1 | $2.8M | Buy |
44,046
+29,853
| +210% | +$1.9M | 0.03% | 428 |
|
|
2024
Q4 | $952K | Buy |
14,193
+4,624
| +48% | +$310K | 0.01% | 685 |
|
|
2024
Q3 | $627K | Buy |
9,569
+3,465
| +57% | +$227K | 0.01% | 809 |
|
|
2024
Q2 | $381K | Buy |
6,104
+637
| +12% | +$39.7K | ﹤0.01% | 925 |
|
|
2024
Q1 | $327K | Sell |
5,467
-86
| -2% | -$5.14K | ﹤0.01% | 936 |
|
|
2023
Q4 | $293K | Buy |
+5,553
| New | +$293K | ﹤0.01% | 947 |
|