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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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Capital Analysts LLC's JPEF Position: Q1 2026 in Review

Capital Analysts LLC reduced its JPMorgan Equity Focus ETF (JPEF) stake by 99% in Q1 2026, selling an estimated $698K and leaving 117 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Capital Analysts LLC first reported a position in JPEF in Q3 2025 and has held it in 3 quarters since. The position peaked at $708K in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • Capital Analysts LLC held 117 shares of JPMorgan Equity Focus ETF worth $8K as of Q1 2026.
  • Capital Analysts LLC sold 9,361 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $698K.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1297 holding.
  • Capital Analysts LLC first reported a position in JPMorgan Equity Focus ETF in Q3 2025 and has held it in 3 quarters since.
  • Capital Analysts LLC's JPMorgan Equity Focus ETF position peaked at $708K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.