1015 Capital Partners’s JPMorgan Equity Focus ETF JPEF Stock Holding History

1015 Capital Partners’s Portfolio JPEF Stock Details JPEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$92.4K	Buy	1,150 +400	+53%	+$31.4K	0.08%	124
2026 Q1	$53.9K	Hold	750	–	–	0.05%	148
2025 Q4	$56K	Buy	+750	New	+$56.1K	0.06%	150

Other funds holding JPEF

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

1015 Capital Partners's JPEF Position: Q2 2026 in Review

1015 Capital Partners increased its JPMorgan Equity Focus ETF (JPEF) stake by 53% in Q2 2026, buying an estimated $31.4K and bringing the position to 1,150 shares worth $92.4K. The position accounts for 0.08% of the portfolio, ranked #124.

1015 Capital Partners first reported a position in JPEF in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

1015 Capital Partners held 1,150 shares of JPMorgan Equity Focus ETF worth $92.4K as of Q2 2026.
1015 Capital Partners bought 400 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $31.4K.
JPMorgan Equity Focus ETF made up 0.08% of 1015 Capital Partners's portfolio in Q2 2026, its #124 holding.
1015 Capital Partners first reported a position in JPMorgan Equity Focus ETF in Q4 2025 and has held it in 3 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on 1015 Capital Partners's 13F filing for Q2 2026, filed 21 Jul 2026.