Envestnet Asset Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Envestnet Asset 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 Q2	$5.78M	Sell	71,941 -50,797	-41%	-$3.98M	﹤0.01%	2360
2026 Q1	$8.81M	Buy	122,738 +9,108	+8%	+$679K	﹤0.01%	1911
2025 Q4	$8.49M	Sell	113,630 -1,393	-1%	-$104K	﹤0.01%	1812
2025 Q3	$8.52M	Sell	115,023 -176,565	-61%	-$12.7M	﹤0.01%	1871
2025 Q2	$20.5M	Sell	291,588 -86,590	-23%	-$5.64M	0.01%	1243
2025 Q1	$24.1M	Buy	378,178 +166,782	+79%	+$11.2M	0.01%	1084
2024 Q4	$14.2M	Buy	211,396 +65,715	+45%	+$4.45M	﹤0.01%	1407
2024 Q3	$9.55M	Buy	145,681 +24,552	+20%	+$1.55M	﹤0.01%	1668
2024 Q2	$7.55M	Sell	121,129 -40,172	-25%	-$2.4M	﹤0.01%	1737
2024 Q1	$9.64M	Buy	161,301 +156,107	+3,006%	+$8.79M	﹤0.01%	1546
2023 Q4	$274K	Sell	5,194 -23,099	-82%	-$1.14M	﹤0.01%	3667
2023 Q3	$1.34M	Buy	+28,293	New	+$1.38M	﹤0.01%	2602

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

Envestnet Asset Management's JPEF Position: Q2 2026 in Review

Envestnet Asset Management reduced its JPMorgan Equity Focus ETF (JPEF) stake by 41% in Q2 2026, selling an estimated $3.98M and leaving 71,941 shares worth $5.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

Envestnet Asset Management first reported a position in JPEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $24.1M in Q1 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Envestnet Asset Management held 71,941 shares of JPMorgan Equity Focus ETF worth $5.78M as of Q2 2026.
Envestnet Asset Management sold 50,797 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $3.98M.
JPMorgan Equity Focus ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2360 holding.
Envestnet Asset Management first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Asset Management's JPMorgan Equity Focus ETF position peaked at $24.1M in Q1 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.