Envestnet Asset Management
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Envestnet Asset Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Envestnet Asset 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
2025
Q2 		$20.5M Sell
2025
Q1 		$24.1M Buy
2024
Q4 		$14.2M Buy
2024
Q3 		$9.55M Buy
2024
Q2 		$7.55M Sell
2024
Q1 		$9.64M Buy
2023
Q4 		$274K Sell
2023
Q3 		$1.34M Buy