Empire Life Investments’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Empire Life Investments’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	-44,279	Closed	-$3.31M	–	117
2025 Q4	$3.31M	Sell	44,279 -25,421	-36%	-$1.9M	0.19%	81
2025 Q3	$5.16M	Sell	69,700 -14,600	-17%	-$1.05M	0.3%	70
2025 Q2	$5.91M	Sell	84,300 -37,230	-31%	-$2.42M	0.38%	68
2025 Q1	$7.74M	Sell	121,530 -870	-0.7%	-$58.2K	0.5%	61
2024 Q4	$8.21M	Buy	+122,400	New	+$8.28M	0.52%	57

Other funds holding JPEF

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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 $79.5B AUM 27.1% 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

Empire Life Investments's JPEF Position: Q1 2026 in Review

Empire Life Investments sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2026, closing a stake of 44,279 shares — an estimated $3.31M sold.

Empire Life Investments first reported a position in JPEF in Q4 2024 and held it in 5 quarters. The position peaked at $8.21M in Q4 2024. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Empire Life Investments reported no remaining JPMorgan Equity Focus ETF position as of Q1 2026 after selling out during the quarter.
Empire Life Investments sold 44,279 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $3.31M.
Empire Life Investments first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and held it in 5 quarters.
Empire Life Investments's JPMorgan Equity Focus ETF position peaked at $8.21M in Q4 2024.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Empire Life Investments's 13F filing for Q1 2026, filed 11 May 2026.