Level Four Advisory Services’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.19M Sell
100,069
-19,644
-16% -$1.46M 0.24% 117
2025
Q4
$8.94M Buy
119,713
+1,896
+2% +$142K 0.29% 78
2025
Q3
$8.73M Sell
117,817
-52,004
-31% -$3.74M 0.3% 73
2025
Q2
$11.9M Sell
169,821
-2,124
-1% -$138K 0.44% 41
2025
Q1
$10.9M Buy
171,945
+9,646
+6% +$646K 0.45% 39
2024
Q4
$10.9M Buy
162,299
+7,285
+5% +$493K 0.45% 46
2024
Q3
$10.1M Buy
155,014
+11,125
+8% +$703K 0.42% 46
2024
Q2
$8.97M Buy
143,889
+107,765
+298% +$6.43M 0.4% 48
2024
Q1
$1.9M Hold
36,124
0.1% 210
2023
Q4
$1.9M Buy
+36,124
New +$1.79M 0.11% 207

Other funds holding JPEF