SFG Wealth Management, LLC. JPEF Holdings History
SFG Wealth Management, LLC.'s JPMorgan Equity Focus ETF Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held 64,952.00 shares of JPMorgan Equity Focus ETF(JPEF), totaling $4.13 Mil. This investment constitutes 2.02% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.32% of the outstanding JPMorgan Equity Focus ETF(JPEF) stock.
The initial trade took place in 2024Q1. And since then SFG Wealth Management, LLC. has made 3 purchases of JPEF, at an average price of $57.29, for a total of 75,771.00 shares. In addition, there have been 2 sales at an average price of $66.93 for 10,819.00 shares. Based on historical transaction data and JPEF's current price of $70.70, SFG Wealth Management, LLC.'s estimated gain on his JPEF holdings is $975,223.56, reflecting a 22.47% gain to date.
SFG Wealth Management, LLC. JPEF ($70.70) Holding Chart
SFG Wealth Management, LLC. JPEF ($70.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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