CWM
JPEF icon

Castle Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Castle Wealth Management’s Portfolio JPEF Stock Details JPEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.02M Buy
69,902
+864
+1% +$64.4K 1.63% 20
2025
Q4 		$5.16M Sell
69,038
-3,687
-5% -$276K 1.71% 17
2025
Q3 		$5.39M Sell
72,725
-1,824
-2% -$131K 1.82% 16
2025
Q2 		$5.23M Buy
74,549
+2,715
+4% +$177K 1.9% 13
2025
Q1 		$4.57M Buy
71,834
+4,386
+7% +$294K 1.79% 17
2024
Q4 		$4.53M Sell
67,448
-3,592
-5% -$243K 1.78% 15
2024
Q3 		$4.66M Buy
71,040
+62,609
+743% +$3.96M 1.86% 18
2024
Q2 		$526K Buy
+8,431
New +$503K 0.25% 74

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APP
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return