Beaumont Financial Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Beaumont Financial 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 Q1	$28.2M	Sell	392,979 -120,136	-23%	-$8.96M	1.94%	11
2025 Q4	$38.3M	Sell	513,115 -6,824	-1%	-$510K	2.52%	7
2025 Q3	$38.5M	Sell	519,939 -179,415	-26%	-$12.9M	2.58%	8
2025 Q2	$49.1M	Buy	699,354 +353,389	+102%	+$23M	3.55%	4
2025 Q1	$22M	Sell	345,965 -121,009	-26%	-$8.1M	1.73%	16
2024 Q4	$31.3M	Buy	466,974 +111,342	+31%	+$7.54M	2.35%	10
2024 Q3	$23.3M	Buy	355,632 +78,971	+29%	+$4.99M	1.82%	17
2024 Q2	$17.3M	Sell	276,661 -104,677	-27%	-$6.24M	1.38%	25
2024 Q1	$22.8M	Sell	381,338 -16,910	-4%	-$952K	1.88%	16
2023 Q4	$21M	Buy	+398,248	New	+$19.7M	1.91%	13

Other funds holding JPEF

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Beaumont Financial Advisors's JPEF Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its JPMorgan Equity Focus ETF (JPEF) stake by 23% in Q1 2026, selling an estimated $8.96M and leaving 392,979 shares worth $28.2M. The position accounts for 1.94% of the portfolio, ranked #11.

Beaumont Financial Advisors first reported a position in JPEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $49.1M in Q2 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Beaumont Financial Advisors held 392,979 shares of JPMorgan Equity Focus ETF worth $28.2M as of Q1 2026.
Beaumont Financial Advisors sold 120,136 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $8.96M.
JPMorgan Equity Focus ETF made up 1.94% of Beaumont Financial Advisors's portfolio in Q1 2026, its #11 holding.
Beaumont Financial Advisors first reported a position in JPMorgan Equity Focus ETF in Q4 2023 and has held it in 10 quarters since.
Beaumont Financial Advisors's JPMorgan Equity Focus ETF position peaked at $49.1M in Q2 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.