MWM
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Modern Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Modern Wealth Management’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 		$484K Hold
6,907
– – 0.01% 479
2025
Q1 		$440K Buy
6,907
+3,462
+100% +$220K 0.01% 443
2024
Q4 		$231K Buy
+3,445
New +$231K 0.01% 520