CAPTRUST Financial Advisors
JPEF icon

CAPTRUST Financial Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

CAPTRUST Financial Advisors’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
2025
Q4 		– Sell
-2,887
Closed -$214K – 2784
2025
Q3 		$214K Sell
2,887
-1,177
-29% -$84.7K ﹤0.01% 2383
2025
Q2 		$285K Buy
4,064
+328
+9% +$21.4K ﹤0.01% 2093
2025
Q1 		$238K Buy
+3,736
New +$250K ﹤0.01% 2083

Other funds holding JPEF

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

CAPTRUST Financial Advisors's JPEF Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of JPMorgan Equity Focus ETF (JPEF) in Q4 2025, closing a stake of 2,887 shares — an estimated $214K sold.

CAPTRUST Financial Advisors first reported a position in JPEF in Q1 2025 and held it in 3 quarters. The position peaked at $285K in Q2 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining JPMorgan Equity Focus ETF position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,887 JPMorgan Equity Focus ETF shares in Q4 2025, an estimated $214K.
  • CAPTRUST Financial Advisors first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's JPMorgan Equity Focus ETF position peaked at $285K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q4 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.