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JPEF icon

Advisornet Financial’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Advisornet Financial’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 		$6.43K Hold
80
– – ﹤0.01% 1709
2026
Q1 		$5.75K Buy
+80
New +$5.96K ﹤0.01% 1699

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Advisornet Financial's JPEF Position: Q2 2026 in Review

Advisornet Financial held its JPMorgan Equity Focus ETF (JPEF) position steady in Q2 2026 at 80 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Advisornet Financial first reported a position in JPEF in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • Advisornet Financial held 80 shares of JPMorgan Equity Focus ETF worth $6.43K as of Q2 2026.
  • Advisornet Financial left its JPMorgan Equity Focus ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1709 holding.
  • Advisornet Financial first reported a position in JPMorgan Equity Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.