First Citizens Financial Corp’s JPMorgan Equity Focus ETF JPEF Stock Holding History

First Citizens Financial Corp’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	$1.53M	Buy	19,053 +1,610	+9%	+$126K	0.64%	44
2026 Q1	$1.25M	Hold	17,443	–	–	0.59%	47
2025 Q4	$1.3M	Buy	17,443 +1,681	+11%	+$126K	0.64%	45
2025 Q3	$1.17M	Buy	15,762 +7,652	+94%	+$551K	0.58%	48
2025 Q2	$569K	Hold	8,110	–	–	0.31%	77
2025 Q1	$516K	Buy	+8,110	New	+$543K	0.29%	74

Other funds holding JPEF

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LFG

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

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

First Citizens Financial Corp's JPEF Position: Q2 2026 in Review

First Citizens Financial Corp increased its JPMorgan Equity Focus ETF (JPEF) stake by 9.2% in Q2 2026, buying an estimated $126K and bringing the position to 19,053 shares worth $1.53M. The position accounts for 0.64% of the portfolio, ranked #44.

First Citizens Financial Corp first reported a position in JPEF in Q1 2025 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

First Citizens Financial Corp held 19,053 shares of JPMorgan Equity Focus ETF worth $1.53M as of Q2 2026.
First Citizens Financial Corp bought 1,610 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $126K.
JPMorgan Equity Focus ETF made up 0.64% of First Citizens Financial Corp's portfolio in Q2 2026, its #44 holding.
First Citizens Financial Corp first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and has held it in 6 quarters since.
51 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.