Evergreen Wealth Partners’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Evergreen Wealth Partners’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	$6.54M	Buy	+81,434	New	+$6.38M	3.93%	5

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

Evergreen Wealth Partners's JPEF Position: Q2 2026 in Review

Evergreen Wealth Partners opened a new position in JPMorgan Equity Focus ETF (JPEF) in Q2 2026: 81,434 shares worth $6.54M. The stake represents 3.93% of the portfolio and ranks #5 among its holdings.

121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Evergreen Wealth Partners held 81,434 shares of JPMorgan Equity Focus ETF worth $6.54M as of Q2 2026.
JPMorgan Equity Focus ETF was a new Evergreen Wealth Partners position in Q2 2026.
JPMorgan Equity Focus ETF made up 3.93% of Evergreen Wealth Partners's portfolio in Q2 2026, its #5 holding.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.