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Brinker Capital Investments’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Brinker Capital Investments’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
-5,431
Closed -$406K – 2153
2025
Q4 		$406K Buy
+5,431
New +$406K ﹤0.01% 1679

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Cetera Investment Advisers
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MML Investors Services
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Morgan Stanley
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Commonwealth Equity Services
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Jones Financial Companies
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Osaic Holdings
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BFA
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Brinker Capital Investments's JPEF Position: Q1 2026 in Review

Brinker Capital Investments sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2026, closing a stake of 5,431 shares — an estimated $406K sold.

Brinker Capital Investments first reported a position in JPEF in Q4 2025 and held it in 1 quarter. The position peaked at $406K in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • Brinker Capital Investments reported no remaining JPMorgan Equity Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 5,431 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $406K.
  • Brinker Capital Investments first reported a position in JPMorgan Equity Focus ETF in Q4 2025 and held it in 1 quarter.
  • Brinker Capital Investments's JPMorgan Equity Focus ETF position peaked at $406K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.