SWM
SFG Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-64,952
| Closed | -$4.13M | – | 106 |
|
|
2025
Q1 | $4.13M | Sell |
64,952
-10,796
| -14% | -$687K | 2.02% | 9 |
|
|
2024
Q4 | $5.08M | Buy |
75,748
+3,955
| +6% | +$265K | 2.67% | 8 |
|
|
2024
Q3 | $4.7M | Sell |
71,793
-23
| -0% | -$1.51K | 2.5% | 9 |
|
|
2024
Q2 | $4.48M | Buy |
71,816
+9,154
| +15% | +$571K | 2.55% | 9 |
|
|
2024
Q1 | $3.75M | Sell |
62,662
-5,621
| -8% | -$336K | 2.22% | 10 |
|
|
2023
Q4 | $3.6M | Buy |
+68,283
| New | +$3.6M | 2.4% | 9 |
|