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Eldridge Investment Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Eldridge Investment Advisors’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
Q2 		– Sell
-23,568
Closed -$1.5M – 162
2025
Q1 		$1.5M Sell
23,568
-2,452
-9% -$164K 0.35% 61
2024
Q4 		$1.75M Buy
+26,020
New +$1.76M 0.41% 56

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Eldridge Investment Advisors's JPEF Position: Q2 2025 in Review

Eldridge Investment Advisors sold out of JPMorgan Equity Focus ETF (JPEF) in Q2 2025, closing a stake of 23,568 shares — an estimated $1.5M sold.

Eldridge Investment Advisors first reported a position in JPEF in Q4 2024 and held it in 2 quarters. The position peaked at $1.75M in Q4 2024. 108 funds tracked by Wall St. Rank hold JPEF as of Q2 2025.

  • Eldridge Investment Advisors reported no remaining JPMorgan Equity Focus ETF position as of Q2 2025 after selling out during the quarter.
  • Eldridge Investment Advisors sold 23,568 JPMorgan Equity Focus ETF shares in Q2 2025, an estimated $1.5M.
  • Eldridge Investment Advisors first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and held it in 2 quarters.
  • Eldridge Investment Advisors's JPMorgan Equity Focus ETF position peaked at $1.75M in Q4 2024.
  • 108 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2025.

Based on Eldridge Investment Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.