Cetera Investment Advisers’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Cetera Investment Advisers’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	$108M	Buy	1,343,883 +268,650	+25%	+$21.1M	0.1%	206
2026 Q1	$77.2M	Buy	1,075,233 +523,563	+95%	+$39M	0.08%	241
2025 Q4	$41.2M	Buy	551,670 +11,148	+2%	+$833K	0.05%	406
2025 Q3	$40M	Buy	540,522 +206,430	+62%	+$14.9M	0.05%	396
2025 Q2	$23.4M	Buy	334,092 +61,906	+23%	+$4.03M	0.04%	460
2025 Q1	$17.3M	Buy	272,186 +70,756	+35%	+$4.74M	0.03%	514
2024 Q4	$13.5M	Buy	201,430 +69,811	+53%	+$4.72M	0.03%	579
2024 Q3	$8.62M	Buy	131,619 +44,616	+51%	+$2.82M	0.02%	761
2024 Q2	$5.43M	Buy	87,003 +41,630	+92%	+$2.48M	0.01%	953
2024 Q1	$2.71M	Buy	+45,373	New	+$2.55M	0.01%	1349

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

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

LFG

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

Cetera Investment Advisers's JPEF Position: Q2 2026 in Review

Cetera Investment Advisers increased its JPMorgan Equity Focus ETF (JPEF) stake by 25% in Q2 2026, buying an estimated $21.1M and bringing the position to 1,343,883 shares worth $108M. The position accounts for 0.1% of the portfolio, ranked #206.

Cetera Investment Advisers first reported a position in JPEF in Q1 2024 and has held it in 10 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Cetera Investment Advisers held 1,343,883 shares of JPMorgan Equity Focus ETF worth $108M as of Q2 2026.
Cetera Investment Advisers bought 268,650 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $21.1M.
JPMorgan Equity Focus ETF made up 0.1% of Cetera Investment Advisers's portfolio in Q2 2026, its #206 holding.
Cetera Investment Advisers first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and has held it in 10 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.