IFWM
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Institute for Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Institute for Wealth Management’s Portfolio JPEF Stock Details JPEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,012
Closed -$202K – 539
2024
Q4 		$202K Buy
+3,012
New +$202K 0.03% 481