Private Trust Company’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
$140K Hold
1,994
0.01% 838
2025
Q1
$127K Sell
1,994
-23
-1% -$1.46K 0.01% 860
2024
Q4
$135K Buy
+2,017
New +$135K 0.01% 815