MW
MBL Wealth’s JPMorgan Equity Focus ETF JPEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Buy |
70,565
+31,565
| +81% | +$2.21M | 0.47% | 48 |
|
|
2025
Q1 | $2.48M | Buy |
39,000
+11,177
| +40% | +$712K | 0.25% | 64 |
|
|
2024
Q4 | $1.87M | Buy |
27,823
+9,733
| +54% | +$653K | 0.19% | 69 |
|
|
2024
Q3 | $1.19M | Buy |
+18,090
| New | +$1.19M | 0.13% | 82 |
|