Farther Finance Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Farther Finance Advisors’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	$116K	Buy	1,444 +657	+83%	+$51.5K	﹤0.01%	2610
2026 Q1	$56.8K	Sell	787 -25,766	-97%	-$1.92M	﹤0.01%	2905
2025 Q4	$1.98M	Buy	26,553 +2,961	+13%	+$221K	0.02%	585
2025 Q3	$1.75M	Buy	23,592 +22,805	+2,898%	+$1.64M	0.03%	502
2025 Q2	$55.2K	Buy	+787	New	+$51.3K	﹤0.01%	2091

Other funds holding JPEF

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

Farther Finance Advisors's JPEF Position: Q2 2026 in Review

Farther Finance Advisors increased its JPMorgan Equity Focus ETF (JPEF) stake by 83% in Q2 2026, buying an estimated $51.5K and bringing the position to 1,444 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

Farther Finance Advisors first reported a position in JPEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.98M in Q4 2025. 52 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Farther Finance Advisors held 1,444 shares of JPMorgan Equity Focus ETF worth $116K as of Q2 2026.
Farther Finance Advisors bought 657 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $51.5K.
JPMorgan Equity Focus ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2610 holding.
Farther Finance Advisors first reported a position in JPMorgan Equity Focus ETF in Q2 2025 and has held it in 5 quarters since.
Farther Finance Advisors's JPMorgan Equity Focus ETF position peaked at $1.98M in Q4 2025.
52 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.