IFP Advisors’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 | $4.93M | Sell |
70,280
-17,862
| -20% | -$1.25M | 0.14% | 159 |
|
|
2025
Q1 | $5.61M | Buy |
88,142
+6,210
| +8% | +$395K | 0.17% | 121 |
|
|
2024
Q4 | $5.5M | Buy |
81,932
+2,277
| +3% | +$153K | 0.18% | 118 |
|
|
2024
Q3 | $5.22M | Buy |
+79,655
| New | +$5.22M | 0.19% | 118 |
|
|
2023
Q4 | – | Sell |
-112
| Closed | -$5.31K | – | 3206 |
|
|
2023
Q3 | $5.31K | Buy |
+112
| New | +$5.31K | ﹤0.01% | 2480 |
|