Cambridge Investment Research Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Cambridge Investment Research 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	$5.13M	Sell	63,846 -7,153	-10%	-$561K	0.01%	975
2026 Q1	$5.1M	Buy	70,999 +7,980	+13%	+$595K	0.01%	958
2025 Q4	$4.71M	Buy	63,019 +13,325	+27%	+$996K	0.01%	970
2025 Q3	$3.68M	Buy	49,694 +13,686	+38%	+$985K	0.01%	1089
2025 Q2	$2.53M	Sell	36,008 -5,410	-13%	-$352K	0.01%	1255
2025 Q1	$2.64M	Buy	41,418 +15,446	+59%	+$1.03M	0.01%	1178
2024 Q4	$1.74M	Buy	25,972 +19,995	+335%	+$1.35M	0.01%	1458
2024 Q3	$392K	Buy	5,977 +909	+18%	+$57.5K	﹤0.01%	2611
2024 Q2	$316K	Buy	5,068 +729	+17%	+$43.5K	﹤0.01%	2664
2024 Q1	$259K	Buy	+4,339	New	+$244K	﹤0.01%	2823

Other funds holding JPEF

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

FWA

Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return

Cambridge Investment Research Advisors's JPEF Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its JPMorgan Equity Focus ETF (JPEF) stake by 10% in Q2 2026, selling an estimated $561K and leaving 63,846 shares worth $5.13M. The position accounts for 0.01% of the portfolio, ranked #975.

Cambridge Investment Research Advisors first reported a position in JPEF in Q1 2024 and has held it in 10 quarters since. 42 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Cambridge Investment Research Advisors held 63,846 shares of JPMorgan Equity Focus ETF worth $5.13M as of Q2 2026.
Cambridge Investment Research Advisors sold 7,153 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $561K.
JPMorgan Equity Focus ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #975 holding.
Cambridge Investment Research Advisors first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and has held it in 10 quarters since.
42 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.