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 Q2	$22.9M	Sell	285,193 -107,786	-27%	-$8.45M	1.46%	19
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

APP

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

SWP

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

Beaumont Financial Advisors's JPEF Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its JPMorgan Equity Focus ETF (JPEF) stake by 27% in Q2 2026, selling an estimated $8.45M and leaving 285,193 shares worth $22.9M. The position accounts for 1.46% of the portfolio, ranked #19.

Beaumont Financial Advisors first reported a position in JPEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $49.1M in Q2 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Beaumont Financial Advisors held 285,193 shares of JPMorgan Equity Focus ETF worth $22.9M as of Q2 2026.
Beaumont Financial Advisors sold 107,786 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $8.45M.
JPMorgan Equity Focus ETF made up 1.46% of Beaumont Financial Advisors's portfolio in Q2 2026, its #19 holding.
Beaumont Financial Advisors first reported a position in JPMorgan Equity Focus ETF in Q4 2023 and has held it in 11 quarters since.
Beaumont Financial Advisors's JPMorgan Equity Focus ETF position peaked at $49.1M in Q2 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.