Avantax Advisory Services’s JPMorgan Equity Focus ETF JPEF Stock Holding History
Bought
Maintained
Sold
Other funds holding JPEF
BFA
IPA
BW
Avantax Advisory Services's JPEF Position: Q2 2025 in Review
Avantax Advisory Services increased its JPMorgan Equity Focus ETF (JPEF) stake by 5.2% in Q2 2025, buying an estimated $761K and bringing the position to 236,329 shares worth $16.6M. The position accounts for 0.09% of the portfolio, ranked #173.
Avantax Advisory Services first reported a position in JPEF in Q1 2025 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold JPEF as of Q2 2025.
- Avantax Advisory Services held 236,329 shares of JPMorgan Equity Focus ETF worth $16.6M as of Q2 2025.
- Avantax Advisory Services bought 11,680 JPMorgan Equity Focus ETF shares in Q2 2025, an estimated $761K.
- JPMorgan Equity Focus ETF made up 0.09% of Avantax Advisory Services's portfolio in Q2 2025, its #173 holding.
- Avantax Advisory Services first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and has held it in 2 quarters since.
- 108 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.