Kingsview Wealth Management’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
$4M Buy
57,043
+6,001
+12% +$421K 0.07% 288
2025
Q1
$3.25M Buy
51,042
+13,835
+37% +$881K 0.06% 281
2024
Q4
$2.5M Buy
+37,207
New +$2.5M 0.05% 333