Envestnet Asset Management
JPEF icon

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
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

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LPL Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
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