Fidelity Investments
JPEF icon

Fidelity Investments’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Fidelity Investments’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 		$31.3K Buy
436
+395
+963% +$29.4K ﹤0.01% 4325
2025
Q4 		$3.06K Hold
41
– – ﹤0.01% 4970
2025
Q3 		$3.04K Hold
41
– – ﹤0.01% 4879
2025
Q2 		$2.88K Hold
41
– – ﹤0.01% 4807
2025
Q1 		$2.61K Sell
41
-6
-13% -$402 ﹤0.01% 4842
2024
Q4 		$3.15K Buy
47
+6
+15% +$406 ﹤0.01% 4744
2024
Q3 		$2.69K Hold
41
– – ﹤0.01% 4741
2024
Q2 		$2.56K Hold
41
– – ﹤0.01% 4686
2024
Q1 		$2.45K Sell
41
-76
-65% -$4.28K ﹤0.01% 4661
2023
Q4 		$6.17K Buy
117
+76
+185% +$3.76K ﹤0.01% 4386
2023
Q3 		$1.95K Buy
+41
New +$2K ﹤0.01% 4547

Other funds holding JPEF

Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
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