SFG Wealth Management, LLC.

Position in JPEF — JPMorgan Equity Focus ETF

CIK 1908914 TOWSON, MD

Back to JPEF Full portfolio

All Filings in JPEF

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 JPEF	$1,139,337	15,866	-56.4%	Shares	Sole	2026-04-23
2025-12-31 JPEF	$2,716,067	36,366	-35.0%	Shares	Sole	2026-02-03
2025-09-30 JPEF	$4,146,372	55,964	-13.8%	Shares	Sole	2025-11-13
2025-03-31 JPEF	$4,134,844	64,952	-14.3%	Shares	Sole	2025-04-23
2024-12-31 JPEF	$5,083,448	75,748	+5.5%	Shares	Sole	2025-01-16
2024-09-30 JPEF	$4,704,595	71,793	-0.0%	Shares	Sole	2024-11-01
2024-06-30 JPEF	$4,478,445	71,816	+14.6%	Shares	Sole	2024-07-19
2024-03-31 JPEF	$3,745,307	62,662	-8.2%	Shares	Sole	2024-04-26
2023-12-31 JPEF	$3,599,879	68,283	—	Shares	Sole	2024-01-19
No filing history on record for this holder in this stock.