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Planning Directions’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Planning Directions’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
Q4 		– Sell
-3,083
Closed -$202K – 80
2024
Q3 		$202K Buy
+3,083
New +$195K 0.12% 80

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $363M AUM 16.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Planning Directions's JPEF Position: Q4 2024 in Review

Planning Directions sold out of JPMorgan Equity Focus ETF (JPEF) in Q4 2024, closing a stake of 3,083 shares — an estimated $202K sold.

Planning Directions first reported a position in JPEF in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 93 funds tracked by Wall St. Rank hold JPEF as of Q4 2024.

  • Planning Directions reported no remaining JPMorgan Equity Focus ETF position as of Q4 2024 after selling out during the quarter.
  • Planning Directions sold 3,083 JPMorgan Equity Focus ETF shares in Q4 2024, an estimated $202K.
  • Planning Directions first reported a position in JPMorgan Equity Focus ETF in Q3 2024 and held it in 1 quarter.
  • Planning Directions's JPMorgan Equity Focus ETF position peaked at $202K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q4 2024.

Based on Planning Directions's 13F filing for Q4 2024, filed 6 Feb 2025.