Investment Planning 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	$33.8M	Buy	482,072 +36,304	+8%	+$2.55M	11.95%	1
2025 Q1	$28.4M	Buy	445,768 +180,000	+68%	+$11.5M	11.53%	1
2024 Q4	$17.8M	Buy	265,768 +105,767	+66%	+$7.1M	7.79%	4
2024 Q3	$9.98M	Hold	160,001	–	–	5.09%	6
2024 Q2	$9.98M	Buy	+160,001	New	+$9.98M	5.09%	6