Tyler-Stone Wealth Management’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
$2.36M Buy
33,602
+3,620
+12% +$254K 0.38% 53
2025
Q1
$1.91M Buy
29,982
+18,654
+165% +$1.19M 0.34% 61
2024
Q4
$760K Buy
11,328
+7,548
+200% +$507K 0.14% 136
2024
Q3
$248K Buy
+3,780
New +$248K 0.05% 282