Northwestern Mutual Wealth Management’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 | $4.86M | Sell |
69,335
-13,568
| -16% | -$952K | ﹤0.01% | 689 |
|
|
2025
Q1 | $5.28M | Buy |
82,903
+10,144
| +14% | +$646K | ﹤0.01% | 642 |
|
|
2024
Q4 | $4.88M | Buy |
72,759
+12,820
| +21% | +$860K | ﹤0.01% | 628 |
|
|
2024
Q3 | $3.93M | Buy |
59,939
+57,361
| +2,225% | +$3.76M | ﹤0.01% | 674 |
|
|
2024
Q2 | $161K | Buy |
2,578
+2,495
| +3,006% | +$156K | ﹤0.01% | 1650 |
|
|
2024
Q1 | $4.96K | Hold |
83
| – | – | ﹤0.01% | 2842 |
|
|
2023
Q4 | $4.38K | Buy |
+83
| New | +$4.38K | ﹤0.01% | 2897 |
|