CoreCap Advisors
JPEF icon

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

CoreCap 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
Q3 		$8.13K Sell
100
-166
-62% -$13.4K ﹤0.01% 2123
2026
Q2 		$21.4K Buy
266
+166
+166% +$13K ﹤0.01% 1763
2026
Q1 		$7.18K Buy
+100
New +$7.45K ﹤0.01% 2075

Other funds holding JPEF

LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

CoreCap Advisors's JPEF Position: Q3 2026 in Review

CoreCap Advisors reduced its JPMorgan Equity Focus ETF (JPEF) stake by 62% in Q3 2026, selling an estimated $13.4K and leaving 100 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

CoreCap Advisors first reported a position in JPEF in Q1 2026 and has held it in 3 quarters since. The position peaked at $21.4K in Q2 2026. 13 funds tracked by Wall St. Rank hold JPEF as of Q3 2026.

  • CoreCap Advisors held 100 shares of JPMorgan Equity Focus ETF worth $8.13K as of Q3 2026.
  • CoreCap Advisors sold 166 JPMorgan Equity Focus ETF shares in Q3 2026, an estimated $13.4K.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2123 holding.
  • CoreCap Advisors first reported a position in JPMorgan Equity Focus ETF in Q1 2026 and has held it in 3 quarters since.
  • CoreCap Advisors's JPMorgan Equity Focus ETF position peaked at $21.4K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.