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Synergy Asset Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Synergy Asset Management’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
-5,603
Closed -$335K – 157
2024
Q1 		$335K Buy
+5,603
New +$315K 0.06% 99

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BFA
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RJA
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Synergy Asset Management's JPEF Position: Q2 2024 in Review

Synergy Asset Management sold out of JPMorgan Equity Focus ETF (JPEF) in Q2 2024, closing a stake of 5,603 shares — an estimated $335K sold.

Synergy Asset Management first reported a position in JPEF in Q1 2024 and held it in 1 quarter. The position peaked at $335K in Q1 2024. 53 funds tracked by Wall St. Rank hold JPEF as of Q2 2024.

  • Synergy Asset Management reported no remaining JPMorgan Equity Focus ETF position as of Q2 2024 after selling out during the quarter.
  • Synergy Asset Management sold 5,603 JPMorgan Equity Focus ETF shares in Q2 2024, an estimated $335K.
  • Synergy Asset Management first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and held it in 1 quarter.
  • Synergy Asset Management's JPMorgan Equity Focus ETF position peaked at $335K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2024.

Based on Synergy Asset Management's 13F filing for Q2 2024, filed 5 Aug 2024.