AE Wealth Management
JPEF icon

AE Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

AE Wealth Management’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 		$13.4K Buy
167
+100
+149% +$7.84K ﹤0.01% 2330
2026
Q1 		$4.8K Sell
67
-47
-41% -$3.5K ﹤0.01% 2381
2025
Q4 		$8.5K Buy
114
+47
+70% +$3.51K ﹤0.01% 2159
2025
Q3 		$4.95K Hold
67
– – ﹤0.01% 2080
2025
Q2 		$4.69K Hold
67
– – ﹤0.01% 1964
2025
Q1 		$4.25K Sell
67
-3
-4% -$201 ﹤0.01% 1956
2024
Q4 		$4.69K Buy
+70
New +$4.74K ﹤0.01% 1927

Other funds holding JPEF

Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

AE Wealth Management's JPEF Position: Q2 2026 in Review

AE Wealth Management increased its JPMorgan Equity Focus ETF (JPEF) stake by 149% in Q2 2026, buying an estimated $7.84K and bringing the position to 167 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

AE Wealth Management first reported a position in JPEF in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • AE Wealth Management held 167 shares of JPMorgan Equity Focus ETF worth $13.4K as of Q2 2026.
  • AE Wealth Management bought 100 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $7.84K.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2330 holding.
  • AE Wealth Management first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 7 quarters since.
  • 121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.