Crestwood Advisors Group’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	$3.14M	Buy	44,743 +5,789	+15%	+$406K	0.06%	169
2025 Q1	$2.48M	Buy	38,954 +18,806	+93%	+$1.2M	0.05%	179
2024 Q4	$1.35M	Buy	20,148 +13,632	+209%	+$915K	0.03%	217
2024 Q3	$427K	Buy	+6,516	New	+$427K	0.01%	318