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Planning Capital Management Corporation’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Planning Capital Management Corporation’s Portfolio JPEF Stock Details JPEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-118
Closed -$7.05K – 743
2024
Q1 		$7.05K Buy
+118
New +$6.64K 0.01% 452

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Planning Capital Management Corporation's JPEF Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of JPMorgan Equity Focus ETF (JPEF) in Q2 2024, closing a stake of 118 shares — an estimated $7.05K sold.

Planning Capital Management Corporation first reported a position in JPEF in Q1 2024 and held it in 1 quarter. The position peaked at $7.05K in Q1 2024. 53 funds tracked by Wall St. Rank hold JPEF as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining JPMorgan Equity Focus ETF position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 118 JPMorgan Equity Focus ETF shares in Q2 2024, an estimated $7.05K.
  • Planning Capital Management Corporation first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and held it in 1 quarter.
  • Planning Capital Management Corporation's JPMorgan Equity Focus ETF position peaked at $7.05K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.