Eldridge Investment 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	–	Sell	-23,568	Closed	-$1.5M	–	162
2025 Q1	$1.5M	Sell	23,568 -2,452	-9%	-$156K	0.35%	61
2024 Q4	$1.75M	Buy	+26,020	New	+$1.75M	0.41%	56