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Avantax Advisory Services’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.6M Buy
236,329
+11,680
+5% +$819K 0.09% 173
2025
Q1
$14.3M Buy
+224,649
New +$14.3M 0.09% 176