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Commonwealth Equity Services’s
JPMorgan Equity Focus ETF
JPEF
Stock Holding History
Commonwealth Equity Services’s Portfolio
JPEF Stock Details
JPEF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$39.9M
Buy
556,296
+26,278
+5%
+$1.96M
0.06%
337
2025
Q4
$39.6M
Sell
530,018
-22,795
-4%
-$1.7M
0.05%
343
2025
Q3
$41M
Buy
552,813
+20,320
+4%
+$1.46M
0.05%
340
2025
Q2
$37.3M
Buy
532,493
+45,114
+9%
+$2.94M
0.05%
370
2025
Q1
$31M
Buy
487,379
+73,916
+18%
+$4.95M
0.04%
404
2024
Q4
$27.7M
Buy
413,463
+64,067
+18%
+$4.34M
0.04%
412
2024
Q3
$22.9M
Buy
349,396
+171,819
+97%
+$10.9M
0.03%
480
2024
Q2
$11.1M
Buy
177,577
+138,982
+360%
+$8.29M
0.02%
760
2024
Q1
$2.31M
Sell
38,595
-2,812
-7%
-$158K
﹤0.01%
1682
2023
Q4
$2.18M
Sell
41,407
-931
-2%
-$46K
﹤0.01%
1636
2023
Q3
$2.01M
Buy
+42,338
New
+$2.06M
﹤0.01%
1603
Other funds holding JPEF
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$324B AUM
22.36%
1-Year Est. Return
APP
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$3.64B AUM
14.73%
1-Year Est. Return
LPL Financial
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$377B AUM
19.32%
1-Year Est. Return
Cetera Investment Advisers
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$94B AUM
20.14%
1-Year Est. Return
MML Investors Services
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$36.1B AUM
19.68%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Osaic Holdings
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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