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JPEF icon

AlphaCore Capital’s JPMorgan Equity Focus ETF JPEF Stock Holding History

AlphaCore Capital’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 		$10M Sell
124,528
-6,134
-5% -$481K 0.18% 108
2026
Q1 		$9.38M Sell
130,662
-13,294
-9% -$991K 0.22% 89
2025
Q4 		$10.8M Buy
+143,956
New +$10.8M 0.24% 90

Other funds holding JPEF

APP
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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

AlphaCore Capital's JPEF Position: Q2 2026 in Review

AlphaCore Capital reduced its JPMorgan Equity Focus ETF (JPEF) stake by 4.7% in Q2 2026, selling an estimated $481K and leaving 124,528 shares worth $10M. The position accounts for 0.18% of the portfolio, ranked #108.

AlphaCore Capital first reported a position in JPEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.8M in Q4 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • AlphaCore Capital held 124,528 shares of JPMorgan Equity Focus ETF worth $10M as of Q2 2026.
  • AlphaCore Capital sold 6,134 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $481K.
  • JPMorgan Equity Focus ETF made up 0.18% of AlphaCore Capital's portfolio in Q2 2026, its #108 holding.
  • AlphaCore Capital first reported a position in JPMorgan Equity Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • AlphaCore Capital's JPMorgan Equity Focus ETF position peaked at $10.8M in Q4 2025.
  • 121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.