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

CAPTRUST Financial Advisors’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 		$285K Buy
4,064
+328
+9% +$23K ﹤0.01% 2093
2025
Q1 		$238K Buy
+3,736
New +$238K ﹤0.01% 2083