Advisory Alpha’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Advisory Alpha’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	–	Sell	-2,936	Closed	-$211K	–	594
2026 Q1	$211K	Sell	2,936 -793	-21%	-$59.1K	0.01%	521
2025 Q4	$279K	Buy	3,729 +158	+4%	+$11.8K	0.01%	438
2025 Q3	$265K	Sell	3,571 -982	-22%	-$70.7K	0.01%	442
2025 Q2	$319K	Buy	4,553 +815	+22%	+$53.1K	0.01%	352
2025 Q1	$238K	Hold	3,738	–	–	0.01%	402
2024 Q4	$251K	Sell	3,738 -189	-5%	-$12.8K	0.01%	370
2024 Q3	$257K	Buy	3,927 +656	+20%	+$41.5K	0.01%	345
2024 Q2	$204K	Buy	+3,271	New	+$195K	0.01%	379

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

Advisory Alpha's JPEF Position: Q2 2026 in Review

Advisory Alpha sold out of JPMorgan Equity Focus ETF (JPEF) in Q2 2026, closing a stake of 2,936 shares — an estimated $211K sold.

Advisory Alpha first reported a position in JPEF in Q2 2024 and held it in 8 quarters. The position peaked at $319K in Q2 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Advisory Alpha reported no remaining JPMorgan Equity Focus ETF position as of Q2 2026 after selling out during the quarter.
Advisory Alpha sold 2,936 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $211K.
Advisory Alpha first reported a position in JPMorgan Equity Focus ETF in Q2 2024 and held it in 8 quarters.
Advisory Alpha's JPMorgan Equity Focus ETF position peaked at $319K in Q2 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.