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ICA Group Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

ICA Group Wealth Management’s Portfolio JPEF Stock Details JPEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$274K Buy
4,396
+946
+27% +$56.4K 0.16% 81
2024
Q1 		$206K Buy
3,450
+1,090
+46% +$61.4K 0.04% 277
2023
Q4 		$125K Buy
+2,360
New +$117K 0.03% 327

Other funds holding JPEF

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
APS
American Planning Services Sun City Center, Florida $126M AUM 25.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $363M AUM 16.28% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

ICA Group Wealth Management's JPEF Position: Q2 2024 in Review

ICA Group Wealth Management increased its JPMorgan Equity Focus ETF (JPEF) stake by 27% in Q2 2024, buying an estimated $56.4K and bringing the position to 4,396 shares worth $274K. The position accounts for 0.16% of the portfolio, ranked #81.

ICA Group Wealth Management first reported a position in JPEF in Q4 2023 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold JPEF as of Q2 2024.

  • ICA Group Wealth Management held 4,396 shares of JPMorgan Equity Focus ETF worth $274K as of Q2 2024.
  • ICA Group Wealth Management bought 946 JPMorgan Equity Focus ETF shares in Q2 2024, an estimated $56.4K.
  • JPMorgan Equity Focus ETF made up 0.16% of ICA Group Wealth Management's portfolio in Q2 2024, its #81 holding.
  • ICA Group Wealth Management first reported a position in JPMorgan Equity Focus ETF in Q4 2023 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.