D.J. St. Germain’s JPMorgan Equity Focus ETF JPEF Stock Holding History

D.J. St. Germain’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 Q4	–	Sell	-2,836	Closed	-$210K	–	947
2025 Q3	$210K	Hold	2,836	–	–	0.01%	300
2025 Q2	$199K	Hold	2,836	–	–	0.01%	297
2025 Q1	$181K	Hold	2,836	–	–	0.01%	281
2024 Q4	$190K	Hold	2,836	–	–	0.01%	291
2024 Q3	$186K	Hold	2,836	–	–	0.01%	277
2024 Q2	$177K	Hold	2,836	–	–	0.01%	271
2024 Q1	$170K	Hold	2,836	–	–	0.01%	276
2023 Q4	$150K	Buy	+2,836	New	+$140K	0.01%	288

Other funds holding JPEF

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

D.J. St. Germain's JPEF Position: Q4 2025 in Review

D.J. St. Germain sold out of JPMorgan Equity Focus ETF (JPEF) in Q4 2025, closing a stake of 2,836 shares — an estimated $210K sold.

D.J. St. Germain first reported a position in JPEF in Q4 2023 and held it in 8 quarters. The position peaked at $210K in Q3 2025. 123 funds tracked by Wall St. Rank hold JPEF as of Q4 2025.

D.J. St. Germain reported no remaining JPMorgan Equity Focus ETF position as of Q4 2025 after selling out during the quarter.
D.J. St. Germain sold 2,836 JPMorgan Equity Focus ETF shares in Q4 2025, an estimated $210K.
D.J. St. Germain first reported a position in JPMorgan Equity Focus ETF in Q4 2023 and held it in 8 quarters.
D.J. St. Germain's JPMorgan Equity Focus ETF position peaked at $210K in Q3 2025.
123 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q4 2025.

Based on D.J. St. Germain's 13F filing for Q4 2025, filed 29 Jan 2026.