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

Capital Advisors Wealth Management’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	$977K	Sell	12,162 -214	-2%	-$16.8K	0.11%	105
2026 Q1	$889K	Buy	12,376 +1,448	+13%	+$108K	0.12%	94
2025 Q4	$816K	Buy	10,928 +425	+4%	+$31.8K	0.11%	99
2025 Q3	$778K	Buy	10,503 +1,211	+13%	+$87.2K	0.11%	95
2025 Q2	$652K	Buy	9,292 +602	+7%	+$39.2K	0.1%	99
2025 Q1	$553K	Buy	8,690 +1,384	+19%	+$92.6K	0.1%	96
2024 Q4	$490K	Buy	7,306 +1,131	+18%	+$76.5K	0.09%	93
2024 Q3	$405K	Buy	6,175 +2,884	+88%	+$182K	0.07%	107
2024 Q2	$205K	Buy	+3,291	New	+$196K	0.04%	154

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 Wealth Management's JPEF Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its JPMorgan Equity Focus ETF (JPEF) stake by 1.7% in Q2 2026, selling an estimated $16.8K and leaving 12,162 shares worth $977K. The position accounts for 0.11% of the portfolio, ranked #105.

Capital Advisors Wealth Management first reported a position in JPEF in Q2 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Capital Advisors Wealth Management held 12,162 shares of JPMorgan Equity Focus ETF worth $977K as of Q2 2026.
Capital Advisors Wealth Management sold 214 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $16.8K.
JPMorgan Equity Focus ETF made up 0.11% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #105 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan Equity Focus ETF in Q2 2024 and has held it in 9 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.