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

Cary Street Partners’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	$5.12M	Buy	63,776 +1,816	+3%	+$142K	0.11%	198
2026 Q1	$4.45M	Buy	61,960 +7,222	+13%	+$538K	0.11%	195
2025 Q4	$4.09M	Sell	54,738 -11,684	-18%	-$873K	0.1%	201
2025 Q3	$4.92M	Buy	66,422 +16,886	+34%	+$1.22M	0.13%	171
2025 Q2	$3.47M	Buy	49,536 +894	+2%	+$58.2K	0.1%	213
2025 Q1	$3.1M	Sell	48,642 -2,162	-4%	-$145K	0.1%	213
2024 Q4	$3.41M	Buy	+50,804	New	+$3.44M	0.11%	179

Other funds holding JPEF

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Cary Street Partners increased its JPMorgan Equity Focus ETF (JPEF) stake by 2.9% in Q2 2026, buying an estimated $142K and bringing the position to 63,776 shares worth $5.12M. The position accounts for 0.11% of the portfolio, ranked #198.

Cary Street Partners first reported a position in JPEF in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Cary Street Partners held 63,776 shares of JPMorgan Equity Focus ETF worth $5.12M as of Q2 2026.
Cary Street Partners bought 1,816 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $142K.
JPMorgan Equity Focus ETF made up 0.11% of Cary Street Partners's portfolio in Q2 2026, its #198 holding.
Cary Street Partners first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

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