3Chopt Investment Partners’s JPMorgan Equity Focus ETF JPEF Stock Holding History

3Chopt Investment 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	$148K	Sell	1,838 -47	-2%	-$3.69K	0.03%	254
2026 Q1	$135K	Hold	1,885	–	–	0.03%	222
2025 Q4	$141K	Buy	1,885 +8	+0.4%	+$598	0.03%	217
2025 Q3	$139K	Hold	1,877	–	–	0.03%	220
2025 Q2	$132K	Buy	1,877 +1,032	+122%	+$67.2K	0.03%	217
2025 Q1	$53.8K	Buy	+845	New	+$56.6K	0.01%	216

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

3Chopt Investment Partners's JPEF Position: Q2 2026 in Review

3Chopt Investment Partners reduced its JPMorgan Equity Focus ETF (JPEF) stake by 2.5% in Q2 2026, selling an estimated $3.69K and leaving 1,838 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #254.

3Chopt Investment Partners first reported a position in JPEF in Q1 2025 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

3Chopt Investment Partners held 1,838 shares of JPMorgan Equity Focus ETF worth $148K as of Q2 2026.
3Chopt Investment Partners sold 47 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $3.69K.
JPMorgan Equity Focus ETF made up 0.03% of 3Chopt Investment Partners's portfolio in Q2 2026, its #254 holding.
3Chopt Investment Partners first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.