Essex Financial Services’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Essex Financial Services’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	$399K	Hold	4,973	–	–	0.02%	555
2026 Q1	$357K	Hold	4,973	–	–	0.02%	556
2025 Q4	$371K	Hold	4,973	–	–	0.02%	536
2025 Q3	$368K	Hold	4,973	–	–	0.02%	513
2025 Q2	$349K	Buy	+4,973	New	+$324K	0.02%	505

Other funds holding JPEF

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

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Essex Financial Services's JPEF Position: Q2 2026 in Review

Essex Financial Services held its JPMorgan Equity Focus ETF (JPEF) position steady in Q2 2026 at 4,973 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #555.

Essex Financial Services first reported a position in JPEF in Q2 2025 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Essex Financial Services held 4,973 shares of JPMorgan Equity Focus ETF worth $399K as of Q2 2026.
Essex Financial Services left its JPMorgan Equity Focus ETF share count unchanged in Q2 2026.
JPMorgan Equity Focus ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #555 holding.
Essex Financial Services first reported a position in JPMorgan Equity Focus ETF in Q2 2025 and has held it in 5 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.