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D.L. Carlson Investment Group’s JPMorgan Equity Focus ETF JPEF Stock Holding History

D.L. Carlson Investment 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 		$2.99M Buy
37,260
+452
+1% +$35.4K 0.48% 57
2026
Q1 		$2.64M Buy
36,808
+2,588
+8% +$193K 0.45% 59
2025
Q4 		$2.56M Buy
34,220
+2,755
+9% +$206K 0.43% 62
2025
Q3 		$2.33M Buy
+31,465
New +$2.27M 0.39% 68

Other funds holding JPEF

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
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

D.L. Carlson Investment Group's JPEF Position: Q2 2026 in Review

D.L. Carlson Investment Group increased its JPMorgan Equity Focus ETF (JPEF) stake by 1.2% in Q2 2026, buying an estimated $35.4K and bringing the position to 37,260 shares worth $2.99M. The position accounts for 0.48% of the portfolio, ranked #57.

D.L. Carlson Investment Group first reported a position in JPEF in Q3 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • D.L. Carlson Investment Group held 37,260 shares of JPMorgan Equity Focus ETF worth $2.99M as of Q2 2026.
  • D.L. Carlson Investment Group bought 452 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $35.4K.
  • JPMorgan Equity Focus ETF made up 0.48% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #57 holding.
  • D.L. Carlson Investment Group first reported a position in JPMorgan Equity Focus ETF in Q3 2025 and has held it in 4 quarters since.
  • 121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.