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 Q2	$370K	Buy	4,601 +4,165	+955%	+$327K	﹤0.01%	3411
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

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

Fidelity Investments's JPEF Position: Q2 2026 in Review

Fidelity Investments increased its JPMorgan Equity Focus ETF (JPEF) stake by 955% in Q2 2026, buying an estimated $327K and bringing the position to 4,601 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #3411.

Fidelity Investments first reported a position in JPEF in Q3 2023 and has held it in 12 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Fidelity Investments held 4,601 shares of JPMorgan Equity Focus ETF worth $370K as of Q2 2026.
Fidelity Investments bought 4,165 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $327K.
JPMorgan Equity Focus ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3411 holding.
Fidelity Investments first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and has held it in 12 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.