SWP
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Stratos Wealth Partners’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$22.1M Buy
314,949
+9,633
+3% +$676K 0.3% 67
2025
Q1
$19.4M Buy
305,316
+8,541
+3% +$544K 0.3% 69
2024
Q4
$19.9M Buy
+296,775
New +$19.9M 0.28% 69