Gentry Private Wealth’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
$231K Hold
3,299
0.18% 83
2025
Q1
$210K Hold
3,299
0.17% 84
2024
Q4
$221K Hold
3,299
0.92% 32
2024
Q3
$216K Hold
3,299
0.18% 81
2024
Q2
$206K Buy
+3,299
New +$206K 0.18% 76