Equitable Holdings’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Equitable Holdings’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	$2.37M	Sell	31,666 -4,869	-13%	-$363K	0.02%	668
2025 Q4	$2.73M	Sell	36,535 -1,725	-5%	-$129K	0.02%	537
2025 Q3	$2.83M	Sell	38,260 -2,013	-5%	-$145K	0.02%	503
2025 Q2	$2.82M	Sell	40,273 -3,773	-9%	-$246K	0.02%	476
2025 Q1	$2.8M	Buy	44,046 +29,853	+210%	+$2M	0.03%	428
2024 Q4	$952K	Buy	14,193 +4,624	+48%	+$313K	0.01%	685
2024 Q3	$627K	Buy	9,569 +3,465	+57%	+$219K	0.01%	809
2024 Q2	$381K	Buy	6,104 +637	+12%	+$38K	﹤0.01%	925
2024 Q1	$327K	Sell	5,467 -86	-2%	-$4.84K	﹤0.01%	936
2023 Q4	$293K	Buy	+5,553	New	+$275K	﹤0.01%	947

Other funds holding JPEF

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $71.6B AUM 21.08% 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

Equitable Holdings's JPEF Position: Q1 2026 in Review

Equitable Holdings reduced its JPMorgan Equity Focus ETF (JPEF) stake by 13% in Q1 2026, selling an estimated $363K and leaving 31,666 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #668.

Equitable Holdings first reported a position in JPEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.83M in Q3 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Equitable Holdings held 31,666 shares of JPMorgan Equity Focus ETF worth $2.37M as of Q1 2026.
Equitable Holdings sold 4,869 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $363K.
JPMorgan Equity Focus ETF made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #668 holding.
Equitable Holdings first reported a position in JPMorgan Equity Focus ETF in Q4 2023 and has held it in 10 quarters since.
Equitable Holdings's JPMorgan Equity Focus ETF position peaked at $2.83M in Q3 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.