Level Four Advisory Services’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 | $11.9M | Sell |
169,821
-2,124
| -1% | -$149K | 0.44% | 41 |
|
|
2025
Q1 | $10.9M | Buy |
171,945
+9,646
| +6% | +$614K | 0.45% | 39 |
|
|
2024
Q4 | $10.9M | Buy |
162,299
+7,285
| +5% | +$489K | 0.45% | 46 |
|
|
2024
Q3 | $10.1M | Buy |
155,014
+11,125
| +8% | +$724K | 0.42% | 46 |
|
|
2024
Q2 | $8.97M | Buy |
143,889
+107,765
| +298% | +$6.72M | 0.4% | 48 |
|
|
2024
Q1 | $1.9M | Hold |
36,124
| – | – | 0.1% | 210 |
|
|
2023
Q4 | $1.9M | Buy |
+36,124
| New | +$1.9M | 0.11% | 207 |
|