Carnegie Lake Advisors’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
$265K Hold
3,775
0.1% 133
2025
Q1
$240K Buy
3,775
+785
+26% +$49.9K 0.1% 137
2024
Q4
$201K Buy
+2,990
New +$201K 0.08% 149