ICA Group 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
2024
Q2
$274K Buy
4,396
+946
+27% +$59K 0.16% 81
2024
Q1
$206K Buy
3,450
+1,090
+46% +$65.2K 0.04% 277
2023
Q4
$125K Buy
+2,360
New +$125K 0.03% 327