Crestwood Advisors Group’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Crestwood Advisors Group’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	$9.59M	Buy	119,383 +20,356	+21%	+$1.6M	0.14%	115
2026 Q1	$7.11M	Buy	99,027 +15,421	+18%	+$1.15M	0.12%	124
2025 Q4	$6.24M	Buy	83,606 +28,634	+52%	+$2.14M	0.1%	124
2025 Q3	$4.07M	Buy	54,972 +10,229	+23%	+$736K	0.07%	150
2025 Q2	$3.14M	Buy	44,743 +5,789	+15%	+$377K	0.06%	169
2025 Q1	$2.48M	Buy	38,954 +18,806	+93%	+$1.26M	0.05%	179
2024 Q4	$1.35M	Buy	20,148 +13,632	+209%	+$923K	0.03%	218
2024 Q3	$427K	Buy	+6,516	New	+$412K	0.01%	319

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

Crestwood Advisors Group's JPEF Position: Q2 2026 in Review

Crestwood Advisors Group increased its JPMorgan Equity Focus ETF (JPEF) stake by 21% in Q2 2026, buying an estimated $1.6M and bringing the position to 119,383 shares worth $9.59M. The position accounts for 0.14% of the portfolio, ranked #115.

Crestwood Advisors Group first reported a position in JPEF in Q3 2024 and has held it in 8 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Crestwood Advisors Group held 119,383 shares of JPMorgan Equity Focus ETF worth $9.59M as of Q2 2026.
Crestwood Advisors Group bought 20,356 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $1.6M.
JPMorgan Equity Focus ETF made up 0.14% of Crestwood Advisors Group's portfolio in Q2 2026, its #115 holding.
Crestwood Advisors Group first reported a position in JPMorgan Equity Focus ETF in Q3 2024 and has held it in 8 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.