MONECO Advisors’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
$15.7M Sell
219,224
-12,795
-6% -$954K 1.22% 17
2025
Q4
$17.3M Buy
232,019
+8,240
+4% +$616K 1.38% 16
2025
Q3
$16.6M Sell
223,779
-3,839
-2% -$276K 1.38% 16
2025
Q2
$16M Buy
227,618
+20,134
+10% +$1.31M 1.49% 16
2025
Q1
$13.2M Buy
207,484
+61,926
+43% +$4.15M 1.37% 17
2024
Q4
$9.77M Buy
145,558
+50,584
+53% +$3.42M 1.03% 23
2024
Q3
$6.22M Buy
94,974
+49,160
+107% +$3.11M 0.77% 31
2024
Q2
$2.86M Buy
+45,814
New +$2.73M 0.42% 64

Other funds holding JPEF