Beaumont Financial Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$49.1M Buy
2025
Q1
$22M Sell
2024
Q4
$31.3M Buy
2024
Q3
$23.3M Buy
2024
Q2
$17.3M Sell
2024
Q1
$22.8M Sell
2023
Q4
$21M Buy