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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$365K Hold
2025
Q3
$362K Hold
2025
Q2
$342K Hold
2025
Q1
$311K Hold
2024
Q4
$328K Sell
2024
Q3
$345K Buy
2024
Q2
$276K Hold
2024
Q1
$264K Buy