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Capital Analysts LLC’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Capital Analysts LLC’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 		$9K Hold
117
– – ﹤0.01% 1311
2026
Q1 		$8K Sell
117
-9,361
-99% -$698K ﹤0.01% 1297
2025
Q4 		$708K Buy
9,478
+6,999
+282% +$523K 0.02% 367
2025
Q3 		$184K Buy
+2,479
New +$178K 0.01% 608

Other funds holding JPEF

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
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 Analysts LLC's JPEF Position: Q2 2026 in Review

Capital Analysts LLC held its JPMorgan Equity Focus ETF (JPEF) position steady in Q2 2026 at 117 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Capital Analysts LLC first reported a position in JPEF in Q3 2025 and has held it in 4 quarters since. The position peaked at $708K in Q4 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • Capital Analysts LLC held 117 shares of JPMorgan Equity Focus ETF worth $9K as of Q2 2026.
  • Capital Analysts LLC left its JPMorgan Equity Focus ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1311 holding.
  • Capital Analysts LLC first reported a position in JPMorgan Equity Focus ETF in Q3 2025 and has held it in 4 quarters since.
  • Capital Analysts LLC's JPMorgan Equity Focus ETF position peaked at $708K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.