MONECO Advisors’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 | $16M | Buy |
227,618
+20,134
| +10% | +$1.41M | 1.49% | 16 |
|
|
2025
Q1 | $13.2M | Buy |
207,484
+61,926
| +43% | +$3.94M | 1.37% | 17 |
|
|
2024
Q4 | $9.77M | Buy |
145,558
+50,584
| +53% | +$3.39M | 1.03% | 23 |
|
|
2024
Q3 | $6.22M | Buy |
94,974
+49,160
| +107% | +$3.22M | 0.77% | 31 |
|
|
2024
Q2 | $2.86M | Buy |
+45,814
| New | +$2.86M | 0.42% | 64 |
|