Jones Financial Companies
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Jones Financial Companies’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25.7M Buy
367,880
+135,255
+58% +$9.44M 0.02% 218
2025
Q1
$14.7M Buy
232,625
+110,398
+90% +$6.98M 0.01% 253
2024
Q4
$8.2M Buy
122,227
+70,145
+135% +$4.71M 0.01% 291
2024
Q3
$3.4M Buy
52,082
+31,703
+156% +$2.07M ﹤0.01% 348
2024
Q2
$1.27M Buy
20,379
+19,432
+2,052% +$1.21M ﹤0.01% 391
2024
Q1
$56.6K Buy
+947
New +$56.6K ﹤0.01% 706