Bank of America
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Bank of America’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Bank of America’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
Q1 		– Sell
-1,721
Closed -$129K – 6325
2025
Q4 		$129K Buy
1,721
+1,521
+761% +$114K ﹤0.01% 5530
2025
Q3 		$14.8K Buy
+200
New +$14.4K ﹤0.01% 7128

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Bank of America's JPEF Position: Q1 2026 in Review

Bank of America sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2026, closing a stake of 1,721 shares — an estimated $129K sold.

Bank of America first reported a position in JPEF in Q3 2025 and held it in 2 quarters. The position peaked at $129K in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • Bank of America reported no remaining JPMorgan Equity Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 1,721 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $129K.
  • Bank of America first reported a position in JPMorgan Equity Focus ETF in Q3 2025 and held it in 2 quarters.
  • Bank of America's JPMorgan Equity Focus ETF position peaked at $129K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.