World Investment Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$972K Sell
2025
Q2
$922K Hold
2025
Q1
$836K Hold
2024
Q4
$882K Buy
2024
Q3
$852K Buy
2024
Q2
$797K Hold
2024
Q1
$763K Buy