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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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return