Citadel Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Citadel Advisors’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	–	Sell	-9,235	Closed	-$690K	–	13618
2025 Q4	$690K	Buy	9,235 +3,410	+59%	+$255K	﹤0.01%	8241
2025 Q3	$432K	Buy	+5,825	New	+$419K	﹤0.01%	9490
2025 Q2	–	Sell	-7,806	Closed	-$497K	–	13837
2025 Q1	$497K	Sell	7,806 -20,509	-72%	-$1.37M	﹤0.01%	8490
2024 Q4	$1.9M	Buy	28,315 +19,333	+215%	+$1.31M	﹤0.01%	5739
2024 Q3	$589K	Sell	8,982 -2,270	-20%	-$144K	﹤0.01%	7922
2024 Q2	$702K	Buy	+11,252	New	+$671K	﹤0.01%	7357
2024 Q1	–	Sell	-12,637	Closed	-$666K	–	15041
2023 Q4	$666K	Sell	12,637 -2,464	-16%	-$122K	﹤0.01%	7497
2023 Q3	$717K	Buy	+15,101	New	+$735K	﹤0.01%	7286

Other funds holding JPEF

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Citadel Advisors's JPEF Position: Q1 2026 in Review

Citadel Advisors sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2026, closing a stake of 9,235 shares — an estimated $690K sold.

Citadel Advisors first reported a position in JPEF in Q3 2023 and held it in 8 quarters. The position peaked at $1.9M in Q4 2024. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Citadel Advisors reported no remaining JPMorgan Equity Focus ETF position as of Q1 2026 after selling out during the quarter.
Citadel Advisors sold 9,235 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $690K.
Citadel Advisors first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and held it in 8 quarters.
Citadel Advisors's JPMorgan Equity Focus ETF position peaked at $1.9M in Q4 2024.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.