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Carnegie Lake Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Carnegie Lake 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
2026
Q1 		– Sell
-2,850
Closed -$213K – 169
2025
Q4 		$213K Sell
2,850
-330
-10% -$24.7K 0.08% 154
2025
Q3 		$236K Sell
3,180
-595
-16% -$42.8K 0.09% 150
2025
Q2 		$265K Hold
3,775
– – 0.1% 133
2025
Q1 		$240K Buy
3,775
+785
+26% +$52.5K 0.1% 137
2024
Q4 		$201K Buy
+2,990
New +$202K 0.08% 149

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Carnegie Lake Advisors's JPEF Position: Q1 2026 in Review

Carnegie Lake Advisors sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2026, closing a stake of 2,850 shares — an estimated $213K sold.

Carnegie Lake Advisors first reported a position in JPEF in Q4 2024 and held it in 5 quarters. The position peaked at $265K in Q2 2025. 125 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • Carnegie Lake Advisors reported no remaining JPMorgan Equity Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Carnegie Lake Advisors sold 2,850 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $213K.
  • Carnegie Lake Advisors first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and held it in 5 quarters.
  • Carnegie Lake Advisors's JPMorgan Equity Focus ETF position peaked at $265K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.