Modern Wealth Management, LLC
Position in JPEF — JPMorgan Equity Focus ETF
CIK 2001900
KANSAS CITY, MO
All Filings in JPEF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JPEF | $524,715 | 7,307 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 JPEF | $647,835 | 8,674 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 JPEF | $511,739 | 6,907 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 JPEF | $484,456 | 6,907 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 JPEF | $439,699 | 6,907 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 JPEF | $231,193 | 3,445 | Shares | Sole | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||