Capital Advisors Wealth Management, LLC
Position in JPEF — JPMorgan Equity Focus ETF
CIK 1824700
YAKIMA, WA
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 | $888,720 | 12,376 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 JPEF | $816,179 | 10,928 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 JPEF | $778,167 | 10,503 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 JPEF | $651,740 | 9,292 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 JPEF | $553,205 | 8,690 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 JPEF | $490,305 | 7,306 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 JPEF | $404,647 | 6,175 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 JPEF | $205,226 | 3,291 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||