Steward Partners Investment Advisory, LLC
Position in JPEF — JPMorgan Equity Focus ETF
CIK 1723397
STAMFORD, CT
All Filings in JPEF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JPEF | $752,137 | 10,474 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 JPEF | $2,286,841 | 30,619 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 JPEF | $2,055,182 | 27,739 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 JPEF | $1,105,686 | 15,764 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 JPEF | $259,796 | 4,081 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 JPEF | $124,421 | 1,854 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 JPEF | $112,383 | 1,715 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 JPEF | $89,736 | 1,439 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||