Cora Capital Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Cora Capital 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	$1.72M	Buy	21,429 +4,459	+26%	+$350K	0.48%	30
2026 Q1	$1.22M	Buy	16,970 +2,193	+15%	+$163K	0.4%	39
2025 Q4	$1.1M	Buy	14,777 +4,578	+45%	+$342K	0.43%	41
2025 Q3	$756K	Buy	10,199 +4,175	+69%	+$301K	0.32%	48
2025 Q2	$423K	Sell	6,024 -6,296	-51%	-$410K	0.19%	64
2025 Q1	$784K	Buy	12,320 +4,490	+57%	+$301K	0.38%	47
2024 Q4	$525K	Buy	+7,830	New	+$530K	0.25%	58

Other funds holding JPEF

APP

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

SWP

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

Cora Capital Advisors's JPEF Position: Q2 2026 in Review

Cora Capital Advisors increased its JPMorgan Equity Focus ETF (JPEF) stake by 26% in Q2 2026, buying an estimated $350K and bringing the position to 21,429 shares worth $1.72M. The position accounts for 0.48% of the portfolio, ranked #30.

Cora Capital 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.

Cora Capital Advisors held 21,429 shares of JPMorgan Equity Focus ETF worth $1.72M as of Q2 2026.
Cora Capital Advisors bought 4,459 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $350K.
JPMorgan Equity Focus ETF made up 0.48% of Cora Capital Advisors's portfolio in Q2 2026, its #30 holding.
Cora Capital 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 Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.