Atlas Private Wealth Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Atlas Private Wealth Advisors’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	$570K	Buy	7,100 +135	+2%	+$10.6K	0.12%	79
2026 Q1	$500K	Buy	6,965 +978	+16%	+$72.9K	0.12%	80
2025 Q4	$447K	Buy	5,987 +1,140	+24%	+$85.2K	0.1%	88
2025 Q3	$359K	Sell	4,847 -1,643	-25%	-$118K	0.09%	104
2025 Q2	$455K	Buy	6,490 +2,290	+55%	+$149K	0.06%	122
2025 Q1	$267K	Buy	+4,200	New	+$281K	0.04%	154

Other funds holding JPEF

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

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

Atlas Private Wealth Advisors's JPEF Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its JPMorgan Equity Focus ETF (JPEF) stake by 1.9% in Q2 2026, buying an estimated $10.6K and bringing the position to 7,100 shares worth $570K. The position accounts for 0.12% of the portfolio, ranked #79.

Atlas Private Wealth Advisors first reported a position in JPEF in Q1 2025 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Atlas Private Wealth Advisors held 7,100 shares of JPMorgan Equity Focus ETF worth $570K as of Q2 2026.
Atlas Private Wealth Advisors bought 135 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $10.6K.
JPMorgan Equity Focus ETF made up 0.12% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Atlas Private Wealth Advisors first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.