JFS Wealth Advisors’s Enpro NPO Stock Holding History

JFS Wealth Advisors’s Portfolio NPO Stock Details NPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.92K	Buy	21 +4	+24%	+$1.24K	﹤0.01%	1111
2026 Q1	$4.26K	Buy	17 +1	+6%	+$250	﹤0.01%	1252
2025 Q4	$3.43K	Buy	16 +4	+33%	+$885	﹤0.01%	1386
2025 Q3	$2.71K	Sell	12 -1	-8%	-$216	﹤0.01%	1352
2025 Q2	$2.49K	Buy	13 +2	+18%	+$342	﹤0.01%	1338
2025 Q1	$1.78K	Sell	11 -1	-8%	-$180	﹤0.01%	1506
2024 Q4	$2.07K	Buy	12 +1	+9%	+$169	﹤0.01%	1463
2024 Q3	$1.78K	Hold	11	–	–	﹤0.01%	1534
2024 Q2	$1.6K	Hold	11	–	–	﹤0.01%	1519
2024 Q1	$1.86K	Hold	11	–	–	﹤0.01%	1473
2023 Q4	$1.73K	Buy	11 +1	+10%	+$129	﹤0.01%	1495
2023 Q3	$1.21K	Buy	10 +2	+25%	+$263	﹤0.01%	1537
2023 Q2	$1.07K	Hold	8	–	–	﹤0.01%	1583
2023 Q1	$832	Buy	8 +2	+33%	+$219	﹤0.01%	1628
2022 Q4	$652	Buy	6 +1	+20%	+$108	﹤0.01%	1688
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1861
2022 Q2	$0	Buy	5 +1	+25%	+$93	﹤0.01%	1874
2022 Q1	$0	Buy	4 +3	+300%	+$319	﹤0.01%	1915
2021 Q4	$0	Buy	+1	New	+$100	﹤0.01%	1827

Other funds holding NPO

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return