Thoroughbred Financial Services’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 | $2.79M | Sell |
39,719
-10,570
| -21% | -$741K | 0.19% | 113 |
|
|
2025
Q1 | $3.2M | Buy |
50,289
+20,561
| +69% | +$1.31M | 0.2% | 101 |
|
|
2024
Q4 | $2M | Buy |
29,728
+7,540
| +34% | +$506K | 0.12% | 157 |
|
|
2024
Q3 | $1.45M | Buy |
22,188
+9,979
| +82% | +$653K | 0.09% | 201 |
|
|
2024
Q2 | $761K | Buy |
12,209
+3,625
| +42% | +$226K | 0.05% | 311 |
|
|
2024
Q1 | $513K | Buy |
8,584
+4,317
| +101% | +$258K | 0.05% | 283 |
|
|
2023
Q4 | $224K | Hold |
4,267
| – | – | 0.02% | 543 |
|
|
2023
Q3 | $202K | Buy |
+4,267
| New | +$202K | 0.02% | 546 |
|