Global Retirement Partners’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$65.1K Sell
872
-174
-17% -$13K ﹤0.01% 2193
2025
Q3
$77.5K Hold
1,046
﹤0.01% 1646
2025
Q2
$73.4K Buy
+1,046
New +$68.1K ﹤0.01% 1578
2024
Q4
$75.4K Hold
1,123
﹤0.01% 1415
2024
Q3
$73.6K Buy
1,123
+1,087
+3,019% +$68.7K ﹤0.01% 1376
2024
Q2
$2.25K Hold
36
﹤0.01% 2928
2024
Q1
$2.15K Hold
36
﹤0.01% 2721
2023
Q4
$1.92K Hold
36
﹤0.01% 2696
2023
Q3
$1.7K Buy
+36
New +$1.75K ﹤0.01% 2594

Other funds holding JPEF