Cary Street Partners Investment Advisory’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Cary Street Partners Investment Advisory’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	–	Sell	-18	Closed	-$1.29K	–	772
2026 Q1	$1.29K	Sell	18 -6	-25%	-$447	﹤0.01%	675
2025 Q4	$1.79K	Hold	24	–	–	﹤0.01%	669
2025 Q3	$1.78K	Hold	24	–	–	﹤0.01%	590
2025 Q2	$1.68K	Buy	+24	New	+$1.56K	﹤0.01%	570

Other funds holding JPEF

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

Cary Street Partners Investment Advisory's JPEF Position: Q2 2026 in Review

Cary Street Partners Investment Advisory sold out of JPMorgan Equity Focus ETF (JPEF) in Q2 2026, closing a stake of 18 shares — an estimated $1.29K sold.

Cary Street Partners Investment Advisory first reported a position in JPEF in Q2 2025 and held it in 4 quarters. The position peaked at $1.79K in Q4 2025. 86 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Cary Street Partners Investment Advisory reported no remaining JPMorgan Equity Focus ETF position as of Q2 2026 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 18 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $1.29K.
Cary Street Partners Investment Advisory first reported a position in JPMorgan Equity Focus ETF in Q2 2025 and held it in 4 quarters.
Cary Street Partners Investment Advisory's JPMorgan Equity Focus ETF position peaked at $1.79K in Q4 2025.
86 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.