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BridgePort Financial Solutions’s JPMorgan Equity Focus ETF JPEF Stock Holding History

BridgePort Financial Solutions’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
2025
Q3 		– Sell
-78,776
Closed -$5.53M – 242
2025
Q2 		$5.53M Buy
78,776
+53,546
+212% +$3.49M 1.84% 10
2025
Q1 		$1.61M Buy
25,230
+9,245
+58% +$619K 0.72% 35
2024
Q4 		$1.06M Buy
+15,985
New +$1.08M 0.48% 46

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

BridgePort Financial Solutions's JPEF Position: Q3 2025 in Review

BridgePort Financial Solutions sold out of JPMorgan Equity Focus ETF (JPEF) in Q3 2025, closing a stake of 78,776 shares — an estimated $5.53M sold.

BridgePort Financial Solutions first reported a position in JPEF in Q4 2024 and held it in 3 quarters. The position peaked at $5.53M in Q2 2025. 118 funds tracked by Wall St. Rank hold JPEF as of Q3 2025.

  • BridgePort Financial Solutions reported no remaining JPMorgan Equity Focus ETF position as of Q3 2025 after selling out during the quarter.
  • BridgePort Financial Solutions sold 78,776 JPMorgan Equity Focus ETF shares in Q3 2025, an estimated $5.53M.
  • BridgePort Financial Solutions first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and held it in 3 quarters.
  • BridgePort Financial Solutions's JPMorgan Equity Focus ETF position peaked at $5.53M in Q2 2025.
  • 118 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2025.

Based on BridgePort Financial Solutions's 13F filing for Q3 2025, filed 6 Nov 2025.