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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 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. 121 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.
121 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.