Bridge Generations Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Bridge Generations Wealth Management’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	-13	Closed	-$971	–	78
2025 Q4	$971	Hold	13	–	–	﹤0.01%	95
2025 Q3	$964	Hold	13	–	–	﹤0.01%	98
2025 Q2	$912	Hold	13	–	–	﹤0.01%	93
2025 Q1	$828	Hold	13	–	–	﹤0.01%	116
2024 Q4	$873	Buy	+13	New	+$880	﹤0.01%	75

Other funds holding JPEF

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Bridge Generations Wealth Management's JPEF Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2026, closing a stake of 13 shares — an estimated $971 sold.

Bridge Generations Wealth Management first reported a position in JPEF in Q4 2024 and held it in 5 quarters. The position peaked at $971 in Q4 2025. 125 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Bridge Generations Wealth Management reported no remaining JPMorgan Equity Focus ETF position as of Q1 2026 after selling out during the quarter.
Bridge Generations Wealth Management sold 13 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $971.
Bridge Generations Wealth Management first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and held it in 5 quarters.
Bridge Generations Wealth Management's JPMorgan Equity Focus ETF position peaked at $971 in Q4 2025.
125 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.