Farther Finance Advisors
JPEF icon

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
Q3 		$117K Hold
1,444
– – ﹤0.01% 2725
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

LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Farther Finance Advisors's JPEF Position: Q3 2026 in Review

Farther Finance Advisors held its JPMorgan Equity Focus ETF (JPEF) position steady in Q3 2026 at 1,444 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

Farther Finance Advisors first reported a position in JPEF in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.98M in Q4 2025. 13 funds tracked by Wall St. Rank hold JPEF as of Q3 2026.

  • Farther Finance Advisors held 1,444 shares of JPMorgan Equity Focus ETF worth $117K as of Q3 2026.
  • Farther Finance Advisors left its JPMorgan Equity Focus ETF share count unchanged in Q3 2026.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2725 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Equity Focus ETF in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's JPMorgan Equity Focus ETF position peaked at $1.98M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.