Private Advisor Group’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 | $732K | Buy |
10,436
+1,623
| +18% | +$114K | ﹤0.01% | 1476 |
|
2025
Q1 | $561K | Buy |
8,813
+171
| +2% | +$10.9K | ﹤0.01% | 1546 |
|
2024
Q4 | $580K | Buy |
8,642
+164
| +2% | +$11K | ﹤0.01% | 1490 |
|
2024
Q3 | $556K | Buy |
8,478
+2,135
| +34% | +$140K | ﹤0.01% | 1556 |
|
2024
Q2 | $396K | Buy |
6,343
+761
| +14% | +$47.5K | ﹤0.01% | 1699 |
|
2024
Q1 | $334K | Buy |
5,582
+178
| +3% | +$10.6K | ﹤0.01% | 1769 |
|
2023
Q4 | $285K | Buy |
+5,404
| New | +$285K | ﹤0.01% | 1818 |
|