Uptrend on the daily chart: above its 50- and 200-day averages · 50-day above the 200-day · SuperTrend up since Sep 21 · above the Ichimoku cloud · RSI 48 · MACD above its signal · 2% below its 52-week high
None of the 29 investors followed here reported a position in JPEF in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a JPEF trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. “Assets” means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.
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| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.2 | -0.2 | -4.8 | 9.2 | 3.0 | -0.6 | -0.3 | 1.2 | 0.2 | 0.6 | +9.4% | ||
| 2025 | 2.4 | -2.0 | -5.4 | -0.9 | 6.3 | 4.6 | 1.3 | 2.1 | 2.1 | 1.9 | 0.5 | -1.5 | +11.3% |
| 2024 | 2.8 | 6.6 | 3.5 | -4.5 | 4.8 | 4.2 | 0.7 | 2.8 | 1.5 | -0.6 | 6.5 | -3.2 | +27.3% |
| 2023 | -1.4 | -3.8 | -2.3 | 9.3 | 4.0 | +5.3% |