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Capital Advisors Ltd’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Capital Advisors Ltd’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 		$1.21M Buy
15,090
+63
+0.4% +$4.94K 0.12% 114
2026
Q1 		$1.08M Sell
15,027
-267
-2% -$19.9K 0.12% 112
2025
Q4 		$1.14M Sell
15,294
-998
-6% -$74.6K 0.13% 106
2025
Q3 		$1.21M Sell
16,292
-1,067
-6% -$76.8K 0.14% 96
2025
Q2 		$1.22M Buy
17,359
+861
+5% +$56.1K 0.15% 90
2025
Q1 		$1.05M Buy
16,498
+2,484
+18% +$166K 0.14% 97
2024
Q4 		$940K Buy
14,014
+3,997
+40% +$271K 0.12% 103
2024
Q3 		$656K Buy
10,017
+9,079
+968% +$574K 0.08% 135
2024
Q2 		$58K Hold
938
– – 0.01% 420
2024
Q1 		$56K Buy
+938
New +$52.8K 0.01% 421

Other funds holding JPEF

LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Capital Advisors Ltd's JPEF Position: Q2 2026 in Review

Capital Advisors Ltd increased its JPMorgan Equity Focus ETF (JPEF) stake by 0.42% in Q2 2026, buying an estimated $4.94K and bringing the position to 15,090 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #114.

Capital Advisors Ltd first reported a position in JPEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q2 2025. 24 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • Capital Advisors Ltd held 15,090 shares of JPMorgan Equity Focus ETF worth $1.21M as of Q2 2026.
  • Capital Advisors Ltd bought 63 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $4.94K.
  • JPMorgan Equity Focus ETF made up 0.12% of Capital Advisors Ltd's portfolio in Q2 2026, its #114 holding.
  • Capital Advisors Ltd first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and has held it in 10 quarters since.
  • Capital Advisors Ltd's JPMorgan Equity Focus ETF position peaked at $1.22M in Q2 2025.
  • 24 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.