CASTLE WEALTH MANAGEMENT LLC
Position in JPEF — JPMorgan Equity Focus ETF
CIK 1936420
BOYNTON BEACH, FL
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 | $5,019,662 | 69,902 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 JPEF | $5,156,241 | 69,038 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 JPEF | $5,388,195 | 72,725 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 JPEF | $5,228,866 | 74,549 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 JPEF | $4,572,952 | 71,834 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 JPEF | $4,526,435 | 67,448 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 JPEF | $4,655,251 | 71,040 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 JPEF | $525,757 | 8,431 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||