World Investment Advisors’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 | $922K | Hold |
13,139
| – | – | 0.02% | 539 |
|
|
2025
Q1 | $836K | Hold |
13,139
| – | – | 0.02% | 554 |
|
|
2024
Q4 | $882K | Buy |
13,139
+145
| +1% | +$9.73K | 0.02% | 506 |
|
|
2024
Q3 | $852K | Buy |
12,994
+221
| +2% | +$14.5K | 0.03% | 462 |
|
|
2024
Q2 | $797K | Hold |
12,773
| – | – | 0.05% | 318 |
|
|
2024
Q1 | $763K | Buy |
+12,773
| New | +$763K | 0.11% | 170 |
|