Capital Advisors Wealth Management’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	$652K	Buy	9,292 +602	+7%	+$42.2K	0.1%	99
2025 Q1	$553K	Buy	8,690 +1,384	+19%	+$88.1K	0.1%	96
2024 Q4	$490K	Buy	7,306 +1,131	+18%	+$75.9K	0.09%	93
2024 Q3	$405K	Buy	6,175 +2,884	+88%	+$189K	0.07%	107
2024 Q2	$205K	Buy	+3,291	New	+$205K	0.04%	154