Csenge Advisory Group’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Csenge Advisory 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	$574K	Sell	7,144 -81	-1%	-$6.35K	0.02%	431
2026 Q1	$519K	Sell	7,225 -84	-1%	-$6.26K	0.02%	425
2025 Q4	$546K	Sell	7,309 -492	-6%	-$36.8K	0.02%	420
2025 Q3	$578K	Sell	7,801 -819	-10%	-$59K	0.03%	399
2025 Q2	$578K	Hold	8,620	–	–	0.03%	389
2025 Q1	$519K	Buy	8,620 +958	+13%	+$64.1K	0.03%	387
2024 Q4	$514K	Buy	+7,662	New	+$519K	0.03%	418

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

Csenge Advisory Group's JPEF Position: Q2 2026 in Review

Csenge Advisory Group reduced its JPMorgan Equity Focus ETF (JPEF) stake by 1.1% in Q2 2026, selling an estimated $6.35K and leaving 7,144 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #431.

Csenge Advisory Group first reported a position in JPEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $578K in Q3 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Csenge Advisory Group held 7,144 shares of JPMorgan Equity Focus ETF worth $574K as of Q2 2026.
Csenge Advisory Group sold 81 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $6.35K.
JPMorgan Equity Focus ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #431 holding.
Csenge Advisory Group first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 7 quarters since.
Csenge Advisory Group's JPMorgan Equity Focus ETF position peaked at $578K in Q3 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.