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Balance Wealth’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Balance Wealth’s Portfolio JPEF Stock Details JPEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.9M Buy
326,863
+166,396
+104% +$11.7M 13.42% 1
2025
Q1 		$10.2M Buy
+160,467
New +$10.2M 6.64% 2