DiNuzzo Private Wealth’s JPMorgan Equity Focus ETF JPEF Stock Holding History

DiNuzzo Private Wealth’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	$22.3K	Hold	278	–	–	﹤0.01%	198
2026 Q1	$20K	Hold	278	–	–	﹤0.01%	196
2025 Q4	$20.8K	Hold	278	–	–	﹤0.01%	194
2025 Q3	$20.2K	Hold	278	–	–	﹤0.01%	189
2025 Q2	$19.5K	Hold	278	–	–	﹤0.01%	192
2025 Q1	$17.7K	Hold	278	–	–	﹤0.01%	188
2024 Q4	$18.7K	Buy	+278	New	+$18.8K	﹤0.01%	179

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

DiNuzzo Private Wealth's JPEF Position: Q2 2026 in Review

DiNuzzo Private Wealth held its JPMorgan Equity Focus ETF (JPEF) position steady in Q2 2026 at 278 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

DiNuzzo Private Wealth first reported a position in JPEF in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

DiNuzzo Private Wealth held 278 shares of JPMorgan Equity Focus ETF worth $22.3K as of Q2 2026.
DiNuzzo Private Wealth left its JPMorgan Equity Focus ETF share count unchanged in Q2 2026.
JPMorgan Equity Focus ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #198 holding.
DiNuzzo Private Wealth first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.