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Continuum Advisory’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Continuum Advisory’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
-874
Closed -$55.6K – 1036
2025
Q1 		$55.6K Buy
+874
New +$58.5K 0.01% 646

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

Continuum Advisory's JPEF Position: Q2 2025 in Review

Continuum Advisory sold out of JPMorgan Equity Focus ETF (JPEF) in Q2 2025, closing a stake of 874 shares — an estimated $55.6K sold.

Continuum Advisory first reported a position in JPEF in Q1 2025 and held it in 1 quarter. The position peaked at $55.6K in Q1 2025. 108 funds tracked by Wall St. Rank hold JPEF as of Q2 2025.

  • Continuum Advisory reported no remaining JPMorgan Equity Focus ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 874 JPMorgan Equity Focus ETF shares in Q2 2025, an estimated $55.6K.
  • Continuum Advisory first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and held it in 1 quarter.
  • Continuum Advisory's JPMorgan Equity Focus ETF position peaked at $55.6K in Q1 2025.
  • 108 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.