Financial Network Wealth Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Financial Network Wealth Advisors’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	$40.3K	Hold	502	–	–	0.04%	314
2026 Q1	$36K	Hold	502	–	–	0.04%	314
2025 Q4	$37.5K	Hold	502	–	–	0.04%	308
2025 Q3	$37.2K	Hold	502	–	–	0.04%	306
2025 Q2	$35.2K	Hold	502	–	–	0.04%	302
2025 Q1	$32K	Hold	502	–	–	0.04%	296
2024 Q4	$33.7K	Buy	+502	New	+$34K	0.06%	230
2024 Q3	–	Sell	-502	Closed	-$31.3K	–	909
2024 Q2	$31.3K	Buy	+502	New	+$29.9K	0.02%	355

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

Financial Network Wealth Advisors's JPEF Position: Q2 2026 in Review

Financial Network Wealth Advisors held its JPMorgan Equity Focus ETF (JPEF) position steady in Q2 2026 at 502 shares worth $40.3K. The position accounts for 0.04% of the portfolio, ranked #314.

Financial Network Wealth Advisors first reported a position in JPEF in Q2 2024 and has held it in 8 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Financial Network Wealth Advisors held 502 shares of JPMorgan Equity Focus ETF worth $40.3K as of Q2 2026.
Financial Network Wealth Advisors left its JPMorgan Equity Focus ETF share count unchanged in Q2 2026.
JPMorgan Equity Focus ETF made up 0.04% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #314 holding.
Financial Network Wealth Advisors first reported a position in JPMorgan Equity Focus ETF in Q2 2024 and has held it in 8 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.