Cary Street Partners’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
$3.47M Buy
49,536
+894
+2% +$62.7K 0.1% 213
2025
Q1
$3.1M Sell
48,642
-2,162
-4% -$138K 0.1% 213
2024
Q4
$3.41M Buy
+50,804
New +$3.41M 0.11% 179