Steward Partners Investment Advisory’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	$1.11M	Buy	15,764 +11,683	+286%	+$819K	0.01%	949
2025 Q1	$260K	Buy	4,081 +2,227	+120%	+$142K	﹤0.01%	1520
2024 Q4	$124K	Buy	1,854 +139	+8%	+$9.33K	﹤0.01%	1871
2024 Q3	$112K	Buy	1,715 +276	+19%	+$18.1K	﹤0.01%	1818
2024 Q2	$89.7K	Buy	+1,439	New	+$89.7K	﹤0.01%	1831