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

LFG

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

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

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 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. 17 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.
17 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.