5W
JPEF icon

5T Wealth’s JPMorgan Equity Focus ETF JPEF Stock Holding History

5T Wealth’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 		$971K Sell
12,092
-754
-6% -$59.1K 0.36% 71
2026
Q1 		$922K Sell
12,846
-569
-4% -$42.4K 0.36% 67
2025
Q4 		$1M Buy
13,415
+3,718
+38% +$278K 0.4% 62
2025
Q3 		$718K Buy
9,697
+738
+8% +$53.1K 0.31% 68
2025
Q2 		$628K Buy
+8,959
New +$583K 0.3% 72

Other funds holding JPEF

LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

5T Wealth's JPEF Position: Q2 2026 in Review

5T Wealth reduced its JPMorgan Equity Focus ETF (JPEF) stake by 5.9% in Q2 2026, selling an estimated $59.1K and leaving 12,092 shares worth $971K. The position accounts for 0.36% of the portfolio, ranked #71.

5T Wealth first reported a position in JPEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1M in Q4 2025. 45 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • 5T Wealth held 12,092 shares of JPMorgan Equity Focus ETF worth $971K as of Q2 2026.
  • 5T Wealth sold 754 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $59.1K.
  • JPMorgan Equity Focus ETF made up 0.36% of 5T Wealth's portfolio in Q2 2026, its #71 holding.
  • 5T Wealth first reported a position in JPMorgan Equity Focus ETF in Q2 2025 and has held it in 5 quarters since.
  • 5T Wealth's JPMorgan Equity Focus ETF position peaked at $1M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.