Kestra Private Wealth Services’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
$243K Buy
+3,459
New +$243K ﹤0.01% 1407
2024
Q4
Sell
-3,078
Closed -$202K 1454
2024
Q3
$202K Buy
+3,078
New +$202K ﹤0.01% 1267