Brown Advisory’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Brown Advisory’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	$305K	Hold	4,248	–	–	﹤0.01%	1203
2025 Q4	$317K	Hold	4,248	–	–	﹤0.01%	1203
2025 Q3	$315K	Sell	4,248 -3,101	-42%	-$223K	﹤0.01%	1187
2025 Q2	$515K	Hold	7,349	–	–	﹤0.01%	994
2025 Q1	$468K	Buy	+7,349	New	+$492K	﹤0.01%	998

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Brown Advisory's JPEF Position: Q1 2026 in Review

Brown Advisory held its JPMorgan Equity Focus ETF (JPEF) position steady in Q1 2026 at 4,248 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Brown Advisory first reported a position in JPEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $515K in Q2 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Brown Advisory held 4,248 shares of JPMorgan Equity Focus ETF worth $305K as of Q1 2026.
Brown Advisory left its JPMorgan Equity Focus ETF share count unchanged in Q1 2026.
JPMorgan Equity Focus ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #1203 holding.
Brown Advisory first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and has held it in 5 quarters since.
Brown Advisory's JPMorgan Equity Focus ETF position peaked at $515K in Q2 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.