Tyler-Stone Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History
Bought
Maintained
Sold
Other funds holding JPEF
BFA
IPA
BW
Tyler-Stone Wealth Management's JPEF Position: Q2 2025 in Review
Tyler-Stone Wealth Management increased its JPMorgan Equity Focus ETF (JPEF) stake by 12% in Q2 2025, buying an estimated $236K and bringing the position to 33,602 shares worth $2.36M. The position accounts for 0.38% of the portfolio, ranked #53.
Tyler-Stone Wealth Management first reported a position in JPEF in Q3 2024 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold JPEF as of Q2 2025.
- Tyler-Stone Wealth Management held 33,602 shares of JPMorgan Equity Focus ETF worth $2.36M as of Q2 2025.
- Tyler-Stone Wealth Management bought 3,620 JPMorgan Equity Focus ETF shares in Q2 2025, an estimated $236K.
- JPMorgan Equity Focus ETF made up 0.38% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #53 holding.
- Tyler-Stone Wealth Management first reported a position in JPMorgan Equity Focus ETF in Q3 2024 and has held it in 4 quarters since.
- 108 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2025.
Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.