CIBC Private Wealth Group
JPEF icon

CIBC Private Wealth Group’s JPMorgan Equity Focus ETF JPEF Stock Holding History

CIBC Private Wealth Group’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
2025
Q2 		– Sell
-5,548
Closed -$318K – 3203
2025
Q1 		$318K Sell
5,548
-5,905
-52% -$395K ﹤0.01% 943
2024
Q4 		$774K Hold
11,453
– – ﹤0.01% 759
2024
Q3 		$751K Hold
11,453
– – ﹤0.01% 754
2024
Q2 		$727K Buy
+11,453
New +$683K ﹤0.01% 726

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $363M AUM 16.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

CIBC Private Wealth Group's JPEF Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of JPMorgan Equity Focus ETF (JPEF) in Q2 2025, closing a stake of 5,548 shares — an estimated $318K sold.

CIBC Private Wealth Group first reported a position in JPEF in Q2 2024 and held it in 4 quarters. The position peaked at $774K in Q4 2024. 108 funds tracked by Wall St. Rank hold JPEF as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining JPMorgan Equity Focus ETF position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 5,548 JPMorgan Equity Focus ETF shares in Q2 2025, an estimated $318K.
  • CIBC Private Wealth Group first reported a position in JPMorgan Equity Focus ETF in Q2 2024 and held it in 4 quarters.
  • CIBC Private Wealth Group's JPMorgan Equity Focus ETF position peaked at $774K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.