Fifth Third Securities’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Fifth Third Securities’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	$1.55M	Sell	19,297 -16,973	-47%	-$1.33M	0.09%	192
2026 Q1	$2.6M	Sell	36,270 -7,369	-17%	-$549K	0.17%	129
2025 Q4	$3.26M	Sell	43,639 -10,827	-20%	-$809K	0.21%	108
2025 Q3	$4.04M	Sell	54,466 -16,601	-23%	-$1.2M	0.28%	85
2025 Q2	$4.98M	Sell	71,067 -15,977	-18%	-$1.04M	0.37%	69
2025 Q1	$5.54M	Sell	87,044 -2,230	-2%	-$149K	0.47%	54
2024 Q4	$5.99M	Buy	89,274 +980	+1%	+$66.3K	0.51%	54
2024 Q3	$5.79M	Sell	88,294 -4,678	-5%	-$296K	0.55%	51
2024 Q2	$5.8M	Buy	92,972 +13,224	+17%	+$789K	0.54%	52
2024 Q1	$4.77M	Buy	79,748 +2,684	+3%	+$151K	0.46%	57
2023 Q4	$4.06M	Sell	77,064 -3,893	-5%	-$193K	0.42%	63
2023 Q3	$3.84M	Buy	+80,957	New	+$3.94M	0.43%	65

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

Fifth Third Securities's JPEF Position: Q2 2026 in Review

Fifth Third Securities reduced its JPMorgan Equity Focus ETF (JPEF) stake by 47% in Q2 2026, selling an estimated $1.33M and leaving 19,297 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #192.

Fifth Third Securities first reported a position in JPEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.99M in Q4 2024. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Fifth Third Securities held 19,297 shares of JPMorgan Equity Focus ETF worth $1.55M as of Q2 2026.
Fifth Third Securities sold 16,973 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $1.33M.
JPMorgan Equity Focus ETF made up 0.09% of Fifth Third Securities's portfolio in Q2 2026, its #192 holding.
Fifth Third Securities first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and has held it in 12 quarters since.
Fifth Third Securities's JPMorgan Equity Focus ETF position peaked at $5.99M in Q4 2024.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Fifth Third Securities's 13F filing for Q2 2026, filed 15 Jul 2026.