LPL Financial’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 | $83.8M | Buy |
1,195,133
+453,659
| +61% | +$31.8M | 0.03% | 546 |
|
|
2025
Q1 | $47.2M | Buy |
741,474
+56,794
| +8% | +$3.62M | 0.02% | 702 |
|
|
2024
Q4 | $45.9M | Buy |
684,680
+46,491
| +7% | +$3.12M | 0.02% | 688 |
|
|
2024
Q3 | $41.8M | Buy |
638,189
+148,369
| +30% | +$9.72M | 0.02% | 692 |
|
|
2024
Q2 | $30.5M | Buy |
489,820
+119,269
| +32% | +$7.44M | 0.02% | 772 |
|
|
2024
Q1 | $22.1M | Buy |
370,551
+88,682
| +31% | +$5.3M | 0.01% | 897 |
|
|
2023
Q4 | $14.9M | Buy |
281,869
+89,093
| +46% | +$4.7M | 0.01% | 1016 |
|
|
2023
Q3 | $9.15M | Buy |
+192,776
| New | +$9.15M | 0.01% | 1211 |
|