Tower Research Capital (TRC)’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 | – | Sell |
-2,011
| Closed | -$128K | – | 5432 |
|
|
2025
Q1 | $128K | Buy |
+2,011
| New | +$128K | ﹤0.01% | 1637 |
|
|
2024
Q4 | – | Sell |
-5,598
| Closed | -$367K | – | 5853 |
|
|
2024
Q3 | $367K | Buy |
5,598
+1,788
| +47% | +$117K | 0.01% | 1086 |
|
|
2024
Q2 | $238K | Buy |
+3,810
| New | +$238K | ﹤0.01% | 1932 |
|
|
2024
Q1 | – | Sell |
-890
| Closed | -$46.9K | – | 6014 |
|
|
2023
Q4 | $46.9K | Sell |
890
-10,539
| -92% | -$556K | ﹤0.01% | 3170 |
|
|
2023
Q3 | $542K | Buy |
+11,429
| New | +$542K | 0.02% | 827 |
|