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Kingswood Wealth Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Kingswood Wealth Advisors’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
Q2 		$333K Sell
4,747
-1,860
-28% -$130K 0.03% 538
2025
Q1 		$421K Buy
+6,607
New +$421K 0.04% 441