Denver Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Denver Wealth Management’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 Q1	–	Sell	-4,883	Closed	-$365K	–	106
2025 Q4	$365K	Hold	4,883	–	–	0.13%	65
2025 Q3	$362K	Hold	4,883	–	–	0.13%	67
2025 Q2	$342K	Hold	4,883	–	–	0.14%	66
2025 Q1	$311K	Hold	4,883	–	–	0.14%	69
2024 Q4	$328K	Sell	4,883 -375	-7%	-$25.4K	0.15%	64
2024 Q3	$345K	Buy	5,258 +840	+19%	+$53.1K	0.16%	63
2024 Q2	$276K	Hold	4,418	–	–	0.14%	70
2024 Q1	$264K	Buy	+4,418	New	+$249K	0.13%	71

Other funds holding JPEF

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Denver Wealth Management's JPEF Position: Q1 2026 in Review

Denver Wealth Management sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2026, closing a stake of 4,883 shares — an estimated $365K sold.

Denver Wealth Management first reported a position in JPEF in Q1 2024 and held it in 8 quarters. The position peaked at $365K in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Denver Wealth Management reported no remaining JPMorgan Equity Focus ETF position as of Q1 2026 after selling out during the quarter.
Denver Wealth Management sold 4,883 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $365K.
Denver Wealth Management first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and held it in 8 quarters.
Denver Wealth Management's JPMorgan Equity Focus ETF position peaked at $365K in Q4 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.