Avantax Planning Partners’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Avantax Planning Partners’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	$155M	Buy	1,924,120 +136,287	+8%	+$10.7M	3.85%	6
2026 Q1	$128M	Buy	+1,787,833	New	+$133M	3.52%	6

Other funds holding JPEF

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

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Avantax Planning Partners's JPEF Position: Q2 2026 in Review

Avantax Planning Partners increased its JPMorgan Equity Focus ETF (JPEF) stake by 7.6% in Q2 2026, buying an estimated $10.7M and bringing the position to 1,924,120 shares worth $155M. The position accounts for 3.85% of the portfolio, ranked #6.

Avantax Planning Partners first reported a position in JPEF in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Avantax Planning Partners held 1,924,120 shares of JPMorgan Equity Focus ETF worth $155M as of Q2 2026.
Avantax Planning Partners bought 136,287 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $10.7M.
JPMorgan Equity Focus ETF made up 3.85% of Avantax Planning Partners's portfolio in Q2 2026, its #6 holding.
Avantax Planning Partners first reported a position in JPMorgan Equity Focus ETF in Q1 2026 and has held it in 2 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.