Concurrent Investment Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Concurrent Investment 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 Q2	$1,000K	Buy	12,446 +1,172	+10%	+$91.9K	0.01%	1010
2026 Q1	$810K	Buy	11,274 +1,661	+17%	+$124K	0.01%	967
2025 Q4	$718K	Buy	9,613 +2,296	+31%	+$172K	0.01%	980
2025 Q3	$542K	Buy	7,317 +181	+3%	+$13K	0.01%	885
2025 Q2	$501K	Buy	7,136 +2,171	+44%	+$141K	0.01%	845
2025 Q1	$316K	Buy	4,965 +1,941	+64%	+$130K	0.01%	900
2024 Q4	$203K	Buy	+3,024	New	+$205K	0.01%	993

Other funds holding JPEF

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Concurrent Investment Advisors's JPEF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its JPMorgan Equity Focus ETF (JPEF) stake by 10% in Q2 2026, buying an estimated $91.9K and bringing the position to 12,446 shares worth $1,000K. The position accounts for 0.01% of the portfolio, ranked #1010.

Concurrent Investment Advisors first reported a position in JPEF in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Concurrent Investment Advisors held 12,446 shares of JPMorgan Equity Focus ETF worth $1,000K as of Q2 2026.
Concurrent Investment Advisors bought 1,172 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $91.9K.
JPMorgan Equity Focus ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1010 holding.
Concurrent Investment Advisors first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.