UBS 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 | $83.4K | Sell |
1,189
-269
| -18% | -$18.9K | ﹤0.01% | 6115 |
|
|
2025
Q1 | $92.8K | Buy |
1,458
+126
| +9% | +$8.02K | ﹤0.01% | 5827 |
|
|
2024
Q4 | $89.4K | Buy |
+1,332
| New | +$89.4K | ﹤0.01% | 5728 |
|
|
2024
Q1 | – | Sell |
-32
| Closed | -$1.69K | – | 8393 |
|
|
2023
Q4 | $1.69K | Hold |
32
| – | – | ﹤0.01% | 7031 |
|
|
2023
Q3 | $1.52K | Buy |
+32
| New | +$1.52K | ﹤0.01% | 6764 |
|