OneDigital Investment Advisors’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	$562K	Buy	8,008 +309	+4%	+$21.7K	0.01%	860
2025 Q1	$490K	Sell	7,699 -1,191	-13%	-$75.8K	0.01%	863
2024 Q4	$597K	Buy	8,890 +2,901	+48%	+$195K	0.01%	818
2024 Q3	$392K	Buy	+5,989	New	+$392K	﹤0.01%	1030