Cetera Investment Advisers
JPEF icon

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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return